The benefits of a subscription model for clients and advisory firms

by Proactive Advisor Magazine | Aug 10, 2022 | Practice Management Tips

Daniel Friedman • Farmington, CTWMGNA Tax-Out Financial Solutions • Wealth Management Group of North America LLC We founded our firm in 1995 with a unique model: a monthly subscription service that included taxes prepared by highly qualified CPAs. Our...

Delivering higher value to clients through innovation

by Proactive Advisor Magazine | Jul 27, 2022 | Practice Management Tips

Bradford D. Creger, AAMS, AIFA, CFS, CLTC, CPFA • Glendale, CABFF Financial Inc. • Centaurus Financial Inc. I began my financial-services career in 1993 after spending several of my post-college years in the music industry in Los Angeles. Although I am...

‘Money Moves’ offers readers new ways to think about retirement

by Proactive Advisor Magazine | Jul 13, 2022 | Practice Management Tips

Tara Nolan, MBA • Colorado Springs, CONolan Financial Partners • Tara Nolan Advisory Services Ltd. Our firm, Nolan Financial Partners, focuses on addressing clients’ financial-planning needs from a holistic, 360-degree perspective. Two essential drivers...

Social Security education that demystifies financial myths

by Proactive Advisor Magazine | Jun 22, 2022 | Practice Management Tips

Gary Duell, ChFC, MBA • Portland, ORDuell Wealth Preservation For over 10 years, I have been teaching classes for couples and individuals that primarily focus on how Social Security Administration retirement benefits work and how to maximize retirement...

Client onboarding process lays the foundation for enduring relationships

by Proactive Advisor Magazine | Jun 8, 2022 | 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...