by David Wismer | Mar 18, 2020 | Advisor Interviews
Using behavioral finance to better guide clients Using behavioral finance to better guide clients Advisors can benefit from using behavioral finance when working with clients—specifically when educating about risk, investment expectations, managing...
by Katie Kuehner-Hebert | Mar 4, 2020 | UpClose
Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...
by David Wismer | Mar 4, 2020 | Advisor Interviews
Providing a human touch for clients Providing a human touch for clients Lannie Wright • Carmel Valley, CA Lannie Wright Financial Advisor • Royal Alliance Associates Inc. Read full biography below Proactive Advisor Magazine: Lannie, what is your...
by David Wismer | Feb 5, 2020 | Advisor Interviews
Helping clients reduce the risk of their financial future Helping clients reduce the risk of their financial future William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc. Read full biography below Proactive Advisor Magazine: What...
by David Wismer | Jan 8, 2020 | Advisor Interviews
Committed to clients’ personal success Committed to clients’ personal success Mira Mizrahi, CFP • Whippany, NJ Diversified Financial Consultants LLC • LPL Financial Read full biography below Proactive Advisor Magazine: Mira, talk about your background...
