Culture, knowledge-sharing, and client focus drive team’s mission

by Proactive Advisor Magazine | Oct 6, 2021 | Practice Management Tips

Emrich M. Stellar Jr., ChFC, CLU, CBEC • Bethlehem, PAStellar Advisor • Lincoln Financial Advisors I think the famous quote often attributed to Peter Drucker, “Culture eats strategy for breakfast,” is very relevant in terms of how an advisory firm can...

Growing a referral network

by Proactive Advisor Magazine | Sep 22, 2021 | Practice Management Tips

Trish Beine • Greenfield, WI ClearStep Financial • Harbour Investments Inc. One of the wonderful advantages of working with our firm is the emphasis on marketing. If I am not talking to people and meeting with them on a consistent basis, then I’m not...

The value of sharing knowledge and best practices

by Proactive Advisor Magazine | Sep 8, 2021 | Practice Management Tips

David L. Rhodes, CFP, MBA • Bryan, TXThe Rhodes Financial Group • Cetera Advisor Networks LLC My background is somewhat unique for a financial advisor. In high school, I was always very interested in science and math. I attended Texas A&M and earned...

Building a ‘niche’ into a practice focus

by Proactive Advisor Magazine | Aug 25, 2021 | Practice Management Tips

Phylyp Wagner, CPA, CFP • McLean, VA Wagner Resource Group Inc. • H. Beck Inc. Matt Quattlebaum, CFP • McLean, VA Wagner Resource Group Inc. • H. Beck Inc. While we will gladly work with clients from any walk of life, we have found a niche target...

Third-party investment management provides a competitive advantage

by Proactive Advisor Magazine | Aug 11, 2021 | Practice Management Tips

Joseph St. Pedro • Royersford, PASt. Pedro & Associates Inc. • Securities America Inc. I believe many attributes distinguish our firm from a competitive standpoint. We have a long history of success in serving clients in our area and a highly...