by Proactive Advisor Magazine | Aug 12, 2020 | Practice Management Tips
Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC One important aspect of my business model is my emphasis on clients who are part of the Florida Retirement System (FRS). The majority are teachers, but I also work with police officers and city...
by Proactive Advisor Magazine | Jul 29, 2020 | Practice Management Tips
Rob Santoriello • Folsom, CA Iron Point Financial Advisors, Inc. • Securities America, Inc. Iron Point Financial Advisors, based in northern California, now has more than 40 financial advisors working out of multiple offices and serving clients...
by Proactive Advisor Magazine | Jul 15, 2020 | Practice Management Tips
Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. If you are going to be successful in the advisory business, you need a consistent flow of referrals. My current clients are a good source for introductions...
by Proactive Advisor Magazine | Jun 24, 2020 | Practice Management Tips
James Bales, RFC, LUTCF • Newport News, VA James Bales Financial LLC • Centaurus Financial Inc. For the first 10 years, our firm extensively used financial education seminars for the public, especially retirees and those approaching retirement. This was...
by Proactive Advisor Magazine | Jun 10, 2020 | Practice Management Tips
John Zinaich, CFP, ChFC, CLU • Boonsboro, MD Zinaich Capital and Risk Management • Founders Financial Securities, LLC Ihave found that having a proactive strategy in place for communications with clients pays dividends in multiple ways—three in...
