by Proactive Advisor Magazine | Jan 12, 2022 | Practice Management Tips
Steve Molesky, ChFC, CLU • Ellicott, MDStephen M. Molesky & Associates • Kalos Capital Inc. To cultivate new clients, we host many educational seminars for the public. We are not trying to sell anything, per se. Rather, we are trying to get the word...
by Proactive Advisor Magazine | Dec 15, 2021 | Practice Management Tips
Mark Mensack, AIFA • Malvern, PAPhronetic Retirement Advisors • Prudent Champion Inc. • Securities America Inc. I am the founder of two firms in the financial-services industry. The first is my advisory practice, Phronetic Retirement Advisors, which...
by Proactive Advisor Magazine | Dec 8, 2021 | Practice Management Tips
Katherine Kennedy, CFP • Plano, TXKBK Wealth Strategies LLC • First Independent Financial Services, Inc. I joined my mother’s advisory firm in 2000, worked with her for over a decade, and then took over the practice on her retirement. Her focus for most...
by Proactive Advisor Magazine | Nov 17, 2021 | Practice Management Tips
Damon Ridley • Greenbelt, MDRidley Wealth Strategies • Householder Group Estate and Retirement Specialists • LPL Financial I do a lot of prospecting the traditional way, receiving referrals from current clients. I also enjoy hosting small social...
by Proactive Advisor Magazine | Nov 3, 2021 | Practice Management Tips
Robert Norton • Hammonton, NJNorton Wealth Management • LPL Financial Over the years, I have conducted a variety of informational seminars or webinars on retirement planning or focused areas of retirement planning such as Medicare, Social Security, and...
