Advisor perspectives Archives | Proactive Advisor Magazine

Active investment management’s weekly magazine for fee-based advisors

Experienced financial advisors discuss practice philosophy, client service, investment strategies, and how they have set their practices apart.

How advisors tackle the common what-ifs of working with centers of influence

by Katie Kuehner-Hebert | Jan 28, 2026 | Advisor perspectives

Active vs. passive: How about both?

by David Wismer | Jan 14, 2026 | Advisor perspectives

Risk mitigation drives comprehensive retirement planning

by David Wismer | Dec 17, 2025 | Advisor perspectives

Turn prospects into believers: Onboarding that converts 85%

by Adam Koos | Dec 3, 2025 | Advisor perspectives

Creating sustainable retirement income for clients

by David Wismer | Nov 19, 2025 | Advisor perspectives

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