Deep financial experience adds value for clients

by David Wismer | Jan 11, 2023 | Advisor Interviews

Deep financial experience adds value for clients Deep financial experience adds value for clients Tyler Cleveland • Delray Beach, FLImpact Wealth Group • IWG Investment Advisors LLCRead full biography below Proactive Advisor Magazine: Tyler, talk about...

How clients—and advisors—are rethinking retirement options

by David Wismer | Dec 14, 2022 | Advisor Interviews

How clients—and advisors—are rethinking retirement options How clients—and advisors—are rethinking retirement options Financial advisors are expressing a strong commitment to helping their clients “redefine retirement” on terms that best fit their...

Providing precise and collaborative financial guidance

by David Wismer | Dec 7, 2022 | Advisor Interviews

Providing precise and collaborative financial guidance Providing precise and collaborative financial guidance Allen Jenson • Foley, MN​Caliber Financial Group • SagePoint Financial Inc.Read full biography below Proactive Advisor Magazine: Allen, how do...

The importance of having a game plan—and sticking with it

by David Wismer | Nov 16, 2022 | Advisor Interviews

The importance of having a game plan—and sticking with it The importance of having a game plan—and sticking with it Investors would do well in “taking what the market offers”—through a more completely and actively diversified portfolio that can adapt to...

Proudly serving those who serve

by David Wismer | Nov 2, 2022 | Advisor Interviews

Proudly serving those who serve Proudly serving those who serve Daniel J. Bellina, RFC, CSA • Miami, FLStrategic Investment Services • Securities America Inc.Read full biography below Proactive Advisor Magazine: Dan, talk about your careers in the...