When a broker-dealer’s philosophy aligns with advisor objectives

by Proactive Advisor Magazine | Oct 21, 2020 | Practice Management Tips

Pamela Mayfield-Kizzee, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Moses LaCour, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Moses LaCour: I have over 25 years of experience as...

Client onboarding process lays the foundation for enduring relationships

by Proactive Advisor Magazine | Oct 7, 2020 | Practice Management Tips

David Turner, MSF, CFP • Greenville-Spartanburg, SC My Planning Pro • LPL Financial I believe our client onboarding process is a critical element in the success of our practice and in laying the foundation for enduring client relationships. During the...

Digital prospecting that starts with financial education

by Proactive Advisor Magazine | Sep 16, 2020 | Practice Management Tips

Eric Sajdak, ChFC • Green Bay, WI Safeguard Wealth Management Technology is an integral part of our practice. Ultimately, it allows us to deliver a more complete and thorough service to clients. We use technology in many ways, including making...

Relationship principles set the tone in guiding clients

by Proactive Advisor Magazine | Sep 2, 2020 | Practice Management Tips

Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC When I founded Maryland Wealth Management, I knew that potential clients interested in our firm would be likely to go to our website to find out about my...

3 ways to create and stimulate a referral network

by Proactive Advisor Magazine | Aug 26, 2020 | Practice Management Tips

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors Inc. I have been in the financial-services industry for over 11 years and started my own firm in 2010. It is clear to me that maintaining a referral network is a very important...