by Proactive Advisor Magazine | Jan 11, 2023 | Practice Management Tips
Oscar Alvarez, CFP, CCPS • Newport News, VA Pathway Financial Planning • Pathway Financial Planning Inc. I started working with a practice-management and business coach last year who helped me analyze my client base, set goals for future growth, and...
by Proactive Advisor Magazine | Dec 14, 2022 | Practice Management Tips
Allen Jenson • Foley, MNCaliber Financial Group • SagePoint Financial Inc. After more than 35 years in the financial-services industry, I remain driven to provide our clients with an exceptional financial- and retirement-planning experience. I also...
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...
