The Best of
Proactive Advisor Magazine: 2021
Here’s your chance to catch up with our best articles of the year. Get insights from several of the successful advisors we interviewed in 2020, as well as this year’s top editorial features on investment philosophy and strategy, risk management, market analysis, and practice management.
Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.
On behalf of our editorial team, we wish you an enjoyable holiday season and a prosperous new year.
Editors’ picks
Goals and values inform sophisticated client solutions
Financial advisor Emrich M. Stellar Jr. shares how the “Serve First” philosophy—rooted in knowledge, flexibility, and collaboration—applies to financial planning and client service.
Are advisors missing the point about behavioral finance?
Behavioral finance is now part of the investing lexicon. But are financial advisors really using the discipline effectively in their client relationships and practices?
Why 2020 was a rare opportunity to judge an active manager’s performance
We often say that to judge an active manager’s performance, you need to evaluate it over at least an entire market cycle. That usually takes years, but 2020 represented a rare exception.
The value of personal advice: Wealth management through the pandemic
PriceMetrix examines an unprecedented year for wealth management. 2020 served as a clear reminder of the value of advisor-to-client wealth-management advice.
Will high taxes restrict economic growth?
History shows that tax collections that represent too high a portion of GDP restrict the economy. The magic number appears to be 18%, as going above that number often results in a recession.
Top viewed
The ascendancy of active risk management?
In addition to the performance story of 2020, financial advisors cite many benefits of an investment approach incorporating dynamically risk-managed strategies.
6 traits of exceptional financial advisors
Keynote speaker and peer coach Frank Leyes invested a year interviewing successful advisors for his book “Shaping the Future: 6 Ways Exceptional Advisors Transform Financial Futures.”
Assets without fundamental value: How prepared are advisors?
Investors are discovering new vehicles such as cryptos, NFTs, and fractional shares in collectibles. Whether you embrace them or not, you need to provide sound guidance to clients.
10 best/worst market days: Does it matter?
Investing success is not about missing the best or worst days of the market; it’s about staying with a disciplined and risk-managed investment plan for the long run.
How advisors articulate the benefits of financial planning
Individuals and families guided through the financial-planning process see long-term wealth-building benefits, as well as an enhanced sense of financial security.
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Trending on social media
Online communications and social media enhance marketing efforts
Learn how Dean R. Crouthamel’s advisory practice uses targeted communication and third-party services to improve its social media marketing and prospecting process.
Education is the cornerstone for strong client relationships
Financial advisor Robert G. Ziegler believes educating clients on key financial concepts is as important as developing sound financial solutions.
Specialists in wealth management and retirement planning
Advisors Parker and Chad Molitor discuss the evolution of wealth management and retirement planning and how that impacts the development of clients’ financial plans.
A proactive approach to building and preserving client assets
Jim Herzog, Clint Braswell, and Bill Drexler are part of an advisory team with many years of experience and deep financial knowledge. They strive to guide clients in “achieving their lifetime dreams.”
Communication and education are strong foundations for an advisory practice
Frank A. Leyes shares how communication and financial education became key foundations of his practice and how they have influenced his mission with clients and his peers.
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