by Proactive Advisor Magazine | Jul 29, 2020 | Topping the Charts
As Treasury Secretary Mnuchin leads the Trump administration’s effort to forge an agreement with Congress on another pandemic relief bill, the employment picture remains bleak for many Americans. Data analytics firm Statista wrote at the end of last...
by Proactive Advisor Magazine | Jul 29, 2020 | Practice Management Tips
Rob Santoriello • Folsom, CA Iron Point Financial Advisors, Inc. • Securities America, Inc. Iron Point Financial Advisors, based in northern California, now has more than 40 financial advisors working out of multiple offices and serving clients...
by Proactive Advisor Magazine | Jul 15, 2020 | Practice Management Tips
Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. If you are going to be successful in the advisory business, you need a consistent flow of referrals. My current clients are a good source for introductions...
by Proactive Advisor Magazine | Jul 15, 2020 | Topping the Charts
Canaccord Genuity strategist Tony Dwyer wrote early this week, “The Citigroup Economic Surprise Index is off the charts, and while this kind of ramp in upside economic surprise cannot continue forever, increases to the current level of reports relative...
by Proactive Advisor Magazine | Jun 24, 2020 | Practice Management Tips
James Bales, RFC, LUTCF • Newport News, VA James Bales Financial LLC • Centaurus Financial Inc. For the first 10 years, our firm extensively used financial education seminars for the public, especially retirees and those approaching retirement. This was...
