Growing a referral network

by Proactive Advisor Magazine | Mar 4, 2020 | Practice Management Tips

Trish Beine • Greenfield, WI ClearStep Financial • Harbour Investments Inc. One of the wonderful advantages of working with our firm is the emphasis on marketing. If I am not talking to people and meeting with them on a consistent basis, then I’m not...

Branding a new financial-services firm

by Proactive Advisor Magazine | Feb 19, 2020 | Practice Management Tips

William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc. I founded FinestPlan LLC in 2002 with another advisor, who was my partner in the firm for about 10 years. Getting our practice headed in the right direction was truly a team...

Transitioning clients of an acquired practice

by Proactive Advisor Magazine | Feb 5, 2020 | Practice Management Tips

Chris Harbuck, CLU, ChFC • Shreveport, LA Generational Financial Advisors • Royal Alliance Inc. Our firm, Generational Financial Advisors, is based primarily in Shreveport, Louisiana, but several years ago we acquired the book of business of an advisor...

Establishing common ground with prospective clients

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

Mira Mizrahi, CFP • Whippany, NJ Diversified Financial Consultants LLC • LPL Financial When starting out in the advisory field, I became involved with several clients who had immigrated to the United States. Most of those were in the health-care field....

4 ways to grow your business with relationship building

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

Joshua Hernandez • Orange, CA Transamerica Financial Advisors, Inc. I have worked in financial services for over a decade and I have learned that people all generally want the same things in life: family, security, personal growth, and meaningful...