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...
by Proactive Advisor Magazine | Feb 5, 2020 | Practice Management Tips
Chris Harbuck, CLU, ChFC • Shreveport, LA Generational Financial Advisors • Royal Alliance Inc. Our firm, Generational Financial Advisors, is based primarily in Shreveport, Louisiana, but several years ago we acquired the book of business of an advisor...
by David Wismer | Jan 22, 2020 | Advisor Interviews
How financial advisors can make a great ‘first impression’ How financial advisors can make a great ‘first impression’ Behavioral scientists say people can form first impressions in mere seconds—and that those impressions can last longer than one might...
by David Wismer | Jan 8, 2020 | Advisor Interviews
Committed to clients’ personal success Committed to clients’ personal success Mira Mizrahi, CFP • Whippany, NJ Diversified Financial Consultants LLC • LPL Financial Read full biography below Proactive Advisor Magazine: Mira, talk about your background...
