by David Wismer | Nov 2, 2022 | Advisor Interviews
Proudly serving those who serve Proudly serving those who serve Daniel J. Bellina, RFC, CSA • Miami, FLStrategic Investment Services • Securities America Inc.Read full biography below Proactive Advisor Magazine: Dan, talk about your careers in the...
by Katie Kuehner-Hebert and David Wismer | Oct 19, 2022 | Advisor Interviews
Wealth transfer equals opportunity for advisors Wealth transfer equals opportunity for advisors Advisors who can differentiate and add value via their financial-planning and practice management approach should reap the benefits of the upcoming “greatest...
by Proactive Advisor Magazine | Sep 14, 2022 | Practice Management Tips
Ryan Barber • Saginaw, MIVantagePointe Financial Group • Royal Alliance Associates Inc. An important aspect of my career is my role as a SmartVestor Pro in the advisor referral program affiliated with Dave Ramsey and Ramsey Solutions. I have been...
by David Wismer | Aug 24, 2022 | Advisor Interviews
Helping clients build a foundation for financial success Helping clients build a foundation for financial success Ryan Barber • Saginaw, MIVantagePointe Financial Group • Royal Alliance Associates Inc.Read full biography below Proactive Advisor...
by Axos Advisor Services | Jul 27, 2022 | UpClose
Referral road map: How to replicate your 10 best clients Referral road map: How to replicate your 10 best clients Finding prospective clients is a common challenge for today’s advisor. Is your referral strategy as effective as it can be? Some advisors...
