by David Wismer | Dec 2, 2020 | Advisor Interviews
An unconventional approach to creating stronger ‘personal economies’ An unconventional approach to creating stronger ‘personal economies’ Richard F. Grant Jr., NSSA, ChFEBC • Gilbert, AZ RFG Capital Management LLC Read full biography below Proactive...
by Proactive Advisor Magazine | Dec 2, 2020 | Practice Management Tips
Larry Welder • San Antonio, TX Granite Financial Solutions LLC • Ameritas Investment Corp. Our firm has a wide range of clients, but we also have developed in-depth knowledge within a specific niche target segment. This segment includes medical...
by David Wismer | Jul 29, 2020 | Advisor Interviews
A risk-oriented approach that fits client attitudes and goals A risk-oriented approach that fits client attitudes and goals Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC Read full biography below Proactive Advisor Magazine: Edgardo, talk about...
by David Wismer | Jun 24, 2020 | Advisor Interviews
Guiding clients toward financial freedom Guiding clients toward financial freedom Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Marc, what is your...
by Proactive Advisor Magazine | May 20, 2020 | Practice Management Tips
Tyler Holden • Greenwood Village, CO Resolute Wealth Partners • Northwestern Mutual An important part of my training and development program at Northwestern Mutual when I first entered the business was learning how to develop a referral-based business...
