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...
by David Wismer | Nov 6, 2019 | Advisor Interviews
Results for "sunny wang" Results for "sunny wang" Sunny Wang • Santa Clara, CA Essence Wealth & Insurance Services Read full biography below Proactive Advisor Magazine: Sunny, talk about your philosophy in serving clients. I have...
by David Wismer | Oct 30, 2019 | Advisor Interviews
Industry Trends Industry Trends While younger individuals are still in the accumulation phase of their lives, it is well worth building relationships now. “Next-generation clients” will grow faster, give advisors a more diverse book of business, and use...
