by David Wismer | Jan 13, 2021 | Advisor Interviews
How advisors—and their clients—successfully navigated 2020 How advisors—and their clients—successfully navigated 2020 We applaud the diligence of financial advisors—and their clients—during the very challenging times of 2020. Their collective commitment...
by David Wismer | Dec 2, 2020 | Advisor Interviews
An unconventional approach to creating stronger ‘personal economies’ An unconventional approach to creating stronger ‘personal economies’ Richard F. Grant Jr., NSSA, ChFEBC • Gilbert, AZ RFG Capital Management LLC Read full biography below Proactive...
by David Wismer | Nov 18, 2020 | Advisor Interviews
Advisors and active management: Grounded in behavioral finance Advisors and active management: Grounded in behavioral finance Financial advisors are increasingly recognizing the importance of applied behavioral finance theory in guiding their clients....
by David Wismer | Nov 4, 2020 | Advisor Interviews
Providing highly professional guidance to clients Providing highly professional guidance to clients Bill Raney, MS, CFP, BFA GNB Investments • Cetera Advisor Networks LLC Read full biography below Proactive Advisor Magazine: Bill, what do you most enjoy...
by Katie Kuehner-Hebert | Oct 21, 2020 | Advisor Interviews
In the eye of the storm? How advisors and clients are handling uncertainty In the eye of the storm? How advisors and clients are handling uncertainty The COVID-19 pandemic has significantly impacted financial advisors, their clients, and prospective...
