by David Wismer | Mar 2, 2022 | Advisor Interviews
How advisors successfully grow with next-generation clients How advisors successfully grow with next-generation clients While younger individuals are still in the accumulation phase of their lives, it is well worth building relationships now....
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 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...
by David Wismer | Jan 12, 2022 | Advisor Interviews
Addressing the personalized needs of every client Addressing the personalized needs of every client Daniel Weiss, CRPC • Philadelphia, PAW Financial Advisors • Cetera Advisor Networks LLCRead full biography below Proactive Advisor Magazine: Daniel, how...
by David Wismer | Dec 15, 2021 | Advisor Interviews
6 successful advisors share their approaches to client development 6 successful advisors share their approaches to client development How do successful independent financial advisors drive client development? Six advisors share their firms’ strategies....
