Communications that can reinforce client relationships

by Proactive Advisor Magazine | Apr 14, 2021 | Practice Management Tips

David J. Wood • Royersford, PASt. Pedro & Associates Inc. • Securities America Inc. Our practice focus is on providing sound, unbiased advice in the areas of wealth management, retirement plans, financial and estate planning, and personal and...

Delivering risk-managed investment strategies to Florida Retirement System employees

by Proactive Advisor Magazine | Mar 24, 2021 | Practice Management Tips

Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC One important aspect of my business model is my emphasis on clients who are part of the Florida Retirement System (FRS). The majority are teachers, but I also work with police officers and city...

Everything you do, say, and present ‘speaks to clients’

by Proactive Advisor Magazine | Mar 10, 2021 | Practice Management Tips

Eric McGough, CLU, ChFC, RICP • Greenwood Village, CO Resolute Wealth Partners • Northwestern Mutual I am a wealth management advisor and co-founder of Resolute Wealth Partners, located in Greenwood Village, Colorado. I have been in the...

How teaching can make you a more effective financial advisor

by Proactive Advisor Magazine | Feb 24, 2021 | Practice Management Tips

Stephen Franklin, MBA, CFP, RICP, CFS, CEP • Louisville, KY Kentucky Planning Partners (KPP) • LPL Financial I have been an independent financial advisor since 1984 and have always had a passion for continually building my knowledge base in seeking to...

Education is the cornerstone for strong client relationships

by Proactive Advisor Magazine | Feb 10, 2021 | Practice Management Tips

Robert G. Ziegler • Wilmington, DE Heritage Financial Consultants LLC • Lincoln Financial Advisors Corp. Before entering the advisory field, I spent about 10 years in the communications field, working for my own company and others. I also worked in...