Forging a strong father-son advisory team

by Proactive Advisor Magazine | Jul 28, 2021 | Practice Management Tips

Chad Molitor, LUTCF • Parker Molitor • Murfreesboro, TNRAI Advisors • LPL Financial Parker (left) and Chad Molitor at their family’s Tennessee farm. Editor’s note: Chad and Parker Molitor are a father-son team specializing in wealth management and...

Communication and education are strong foundations for an advisory practice

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

Frank A. Leyes, ChFC • Roanoke, VAFrank A. Leyes & Associates • Commonwealth Financial Network One important aspect of my professional life—in addition to serving the needs of our firm’s clients—is the satisfaction and personal growth I find in...

Communications that can reinforce client relationships

by Proactive Advisor Magazine | Jun 23, 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...

Comprehensive education informs the retirement-planning process

by Proactive Advisor Magazine | Jun 9, 2021 | Practice Management Tips

Jim Herzog • Rockledge, FLFinancial Cornerstone Group • J.W. Cole Financial Inc. In 2006, I purchased a program that featured Ed Slott (an authority on tax and retirement planning), Harry Dent (a respected economist and author), and Bill Nelson (an...

Relationship principles set the tone in guiding clients

by Proactive Advisor Magazine | May 26, 2021 | 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...