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...
by Proactive Advisor Magazine | May 6, 2020 | Practice Management Tips
Peter Roe • Asheville, NC Masters Private Client Group • Cetera Advisors LLC Our firm has a strong focus on serving the financial-planning needs of professional athletes. We also branch out into other areas such as the entertainment, music, and...
by Proactive Advisor Magazine | Apr 8, 2020 | Practice Management Tips
Paul Humphrey, CFEd • Minneapolis, MN Humphrey Financial LLC • Cambridge Investment Research Inc. Ever since I became an independent advisor, I have had a somewhat unique business model. I focus on the employees of companies or nonprofits, with a...
by David Wismer | Apr 8, 2020 | Advisor Interviews
Personal attention to the distinct financial needs of each client Personal attention to the distinct financial needs of each client Jeffrey McAvaddy • Largo, FL Infinity Tax and Financial Planning • American Portfolios Financial Services Inc. Read full...
by Katie Kuehner-Hebert | Feb 19, 2020 | Advisor Interviews
Capitalizing on niches Capitalizing on niches The combination of niche targeting and active portfolio management provides many advisors with a competitive edge. Advisors who endorse active portfolio management have carved out a distinctive niche for...
