A disciplined, referral-based business model

by Proactive Advisor Magazine | May 20, 2020 | Practice Management Tips

Tyler Holden • Greenwood Village, CO Resolute Wealth Partners • Northwestern Mutual An important part of my training and development program at Northwestern Mutual when I first entered the business was learning how to develop a referral-based business...

Addressing the complex financial-planning needs of professional athletes

by Proactive Advisor Magazine | May 6, 2020 | Practice Management Tips

Peter Roe • Asheville, NC Masters Private Client Group • Cetera Advisors LLC Our firm has a strong focus on serving the financial-planning needs of professional athletes. We also branch out into other areas such as the entertainment, music, and...

Introducing tax clients to a firm’s full range of services

by Proactive Advisor Magazine | Apr 22, 2020 | Practice Management Tips

Jeffrey McAvaddy • Largo, FL Infinity Tax and Financial Planning • American Portfolios Financial Services Inc. Our business model is a little bit different from most in the industry. In the traditional way of doing business, a client might have a tax...

Addressing the retirement-planning needs of union members

by Proactive Advisor Magazine | Apr 8, 2020 | Practice Management Tips

Paul Humphrey, CFEd • Minneapolis, MN Humphrey Financial LLC • Cambridge Investment Research Inc. Ever since I became an independent advisor, I have had a somewhat unique business model. I focus on the employees of companies or nonprofits, with a...

6 steps for developing a targeted social media marketing effort

by Proactive Advisor Magazine | Mar 18, 2020 | Practice Management Tips

Lannie Wright • Carmel Valley, CA Lannie Wright Financial Advisor • Royal Alliance Associates Inc. Everyone thinks they understand social media and how it works. I know … I was one of them. I was also wrong on so many levels. The social media we...