Setting clear expectations with a ‘Client Bill of Rights’

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

Ryan Gorman, CFA, CMT, BFA • Grand Rapids, MICallesen Wealth Management • Independent Financial Partners I am a partner, chief investment officer, and behavioral investment counselor for Callesen Wealth Management, which is based in two Michigan...

Growing a referral network

by Proactive Advisor Magazine | Mar 23, 2022 | 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...

Mindset of physicians creates an attractive target

by Proactive Advisor Magazine | Mar 2, 2022 | Practice Management Tips

Jonathan Muhlendorf, CFP • Virginia Beach, VAEnvision Wealth Management • Lincoln Financial Advisors Our firm handles clients from all walks of life, but we tend to specialize to some degree. Our firm serves the small-business-owner segment, and I have...

Social Security seminars help attract new clients

by Proactive Advisor Magazine | Feb 16, 2022 | Practice Management Tips

Shannon LaRosse • Birdsboro, PAStrategic Wealth Advisory • USA Financial Securities Corp. Our firm, Strategic Wealth Advisory, presents Social Security seminars every other month in our local area. The seminars are free and highly educational for our...

A faith-based approach to financial stewardship

by Proactive Advisor Magazine | Feb 9, 2022 | Practice Management Tips

Jay Kready • Mount Joy, PAEverence • ProEquities I am a lifelong resident of Lancaster County in Pennsylvania and grew up in a traditional Anabaptist family that owned and operated a local farm. I embraced faith-based values at a pretty early age and am...