The Best of
Proactive Advisor Magazine:
Volume 30
Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 30.”
Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.
Editors’ picks
Visualizing the benefits of risk management
Behavioral psychology research often talks about the power of “visualization.” In the case of behavioral finance, it is a way of reinforcing for clients the importance of discipline and risk management.
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.
Guiding clients on the path to ‘true wealth’
Financial advisor Frank A. Leyes discusses how understanding his clients’ definition of “true wealth” provides valuable context in shaping their financial-planning process.
Striving for meaningful relationships and measurable impact
Benjamin Barbour, founder of Fountainhead Wealth Advisors, implements a financial-planning process that is “designed to organize, simplify, and optimize all the crucial pieces of a client’s financial life.”
50-person ‘marketing team’ supplements current client referrals
Learn how advisor Marc D’Elia uses his membership in one of the largest business networking organizations to maintain a consistent flow of client referrals.
Top viewed
The inflation songbook: Play it again
The pandemic has not changed the secular disinflation fundamentals that have been around for decades. These are still in full force. Post-summer, expect to see the inflation chatter quiet down.
On the cusp of change: North American wealth management in 2030
McKinsey explores meaningful changes to the wealth-management industry over the next ten years, citing evolving customer segments, technological advances, and shifting competitive dynamics.
Why bonds of all durations are making it tough on investors
Bond investors are facing the worst combination of rate moves. Actively managed strategies with relatively low stock and bond correlations may present a viable alternative to bonds.
How advisors use financial education to inform, attract, and retain clients
There is a big difference between the availability of financial information and how that translates to behavior. What are some of the ways advisors employ an effective educational focus in their practices?
Yes, stocks are still cheap
First Trust says the Fed is highly accommodative, there are trillions of dollars on the sidelines, vaccinations continue, and the economy is expanding. They remain bullish on the equity market.
Subscribe to Proactive Advisor Magazine
Get the latest best practices in active money management from experienced advisors and industry experts in your inbox every week. Subscribe at no cost today to get access to thought-provoking articles on topics such as portfolio risk mitigation, dynamic asset-allocation strategies, managing client expectations, and initiatives for business growth.
Trending on social media
Relationship principles set the tone in guiding clients
Financial advisor Luis Padilla focuses on 10 distinct client-relationship principles, which form the foundation of his firm’s mission.
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.”
Adding excess alpha using S&P 500 thematic rotation
A binary trading relationship has emerged between SPHB (S&P 500 High Beta ETF) and SPLV (S&P 500 Low Volatility ETF). An active rotation strategy using the two ETFs can deliver excess return.
Don’t let the fear of losing keep clients from playing the game
Clients can be as fearful of losing gains as they are of portfolio drawdowns. Defense should begin with a comprehensive investment policy statement that spells out sound risk-management principles.
Building 360-degree relationships with clients and prospects
James Hamer has “four to six touches” with a prospective client before a first meeting. He believes that understanding a client’s background and affiliations is critical in starting to build a relationship.
Looking for more?
Social Media for Advisors
Active Management 101
Advertise with us
Become a featured proactive advisor
Active Management 101
Advertise with us
