Digital prospecting that starts with financial education

by Proactive Advisor Magazine | Sep 16, 2020 | Practice Management Tips

Eric Sajdak, ChFC • Green Bay, WI Safeguard Wealth Management Technology is an integral part of our practice. Ultimately, it allows us to deliver a more complete and thorough service to clients. We use technology in many ways, including making...

Relationship principles set the tone in guiding clients

by Proactive Advisor Magazine | Sep 2, 2020 | Practice Management Tips

Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC When I founded Maryland Wealth Management, I knew that potential clients interested in our firm would be likely to go to our website to find out about my...

3 ways to create and stimulate a referral network

by Proactive Advisor Magazine | Aug 26, 2020 | Practice Management Tips

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors Inc. I have been in the financial-services industry for over 11 years and started my own firm in 2010. It is clear to me that maintaining a referral network is a very important...

Delivering risk-managed investment strategies to Florida Retirement System employees

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...

Growing firm revenue by recruiting successful advisors

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...