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...
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...
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...
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...
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...