by David Wismer | Sep 16, 2020 | Advisor Interviews
Dedicated to a rigorous financial-planning process Dedicated to a rigorous financial-planning process David Turner, MSF, CFP • Greenville-Spartanburg, SC My Planning Pro • LPL Financial Read full biography below Proactive Advisor Magazine: David, talk...
by Jerry Wagner | Sep 2, 2020 | UpClose
Dynamic risk management is right for investor portfolios Dynamic risk management is right for investor portfolios Dynamic risk management—like most investment solutions—may not always be perfect. But it is responsive, ever changing, and puts more...
by David Wismer | Sep 2, 2020 | Advisor Interviews
How independent advisors define their role in serving clients How independent advisors define their role in serving clients With more people likely to seek financial guidance in the face of an uncertain economy and volatile markets, the role of...
by Proactive Advisor Magazine | Sep 2, 2020 | Practice Management Tips
Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC When I founded Maryland Wealth Management, I knew that potential clients interested in our firm would be likely to go to our website to find out about my...
by David Wismer | Aug 12, 2020 | Advisor Interviews
Sustaining client loyalty during challenging times Sustaining client loyalty during challenging times Perhaps at no time in recent history have individuals and families had a greater need for the trusted guidance of a financial advisor. Spectrem Group...
