by Proactive Advisor Magazine | Jan 11, 2023 | Practice Management Tips
Oscar Alvarez, CFP, CCPS • Newport News, VA Pathway Financial Planning • Pathway Financial Planning Inc. I started working with a practice-management and business coach last year who helped me analyze my client base, set goals for future growth, and...
by Proactive Advisor Magazine | Dec 14, 2022 | Practice Management Tips
Allen Jenson • Foley, MNCaliber Financial Group • SagePoint Financial Inc. After more than 35 years in the financial-services industry, I remain driven to provide our clients with an exceptional financial- and retirement-planning experience. I also...
by Proactive Advisor Magazine | Dec 7, 2022 | Practice Management Tips
John Summers • Victor, NYSummers Financial Services • LPL Financial Utilizing financial education seminars and workshops has been a major part of our firm’s marketing strategy from the time I founded Summers Financial Services, about 14 years ago....
by Proactive Advisor Magazine | Nov 16, 2022 | Practice Management Tips
Daniel J. Bellina, RFC, CSA • Miami, FLStrategic Investment Services • Securities America Inc. As a Certified Senior Advisor, I have specialized training in addressing the needs of seniors. Our firm can help individuals and their families with the...
by Proactive Advisor Magazine | Nov 2, 2022 | Practice Management Tips
Michael Mandarino • Apollo Beach, FL 123 Investing • G.A. Repple & Company In 2012, I rededicated my life to the Christian faith, which has been a huge blessing. Our firm strives to empower our clients to focus on what is most important in their...
