by David Wismer | Jan 12, 2022 | UpClose
Why clients should follow their investment playbook Why clients should follow their investment playbook Financial advisors often use sports analogies when educating clients about investment concepts. Football offers many valuable principles that relate...
by David Wismer | Nov 17, 2021 | Advisor Interviews
How advisors articulate the benefits of financial planning How advisors articulate the benefits of financial planning Individuals and families guided through the financial-planning process see wealth-building benefits, as well as an enhanced sense of...
by David Wismer | Nov 3, 2021 | Advisor Interviews
6 traits of exceptional financial advisors 6 traits of exceptional financial advisors Advisor, keynote speaker, and author Frank Leyes invested a year interviewing successful advisors for his book “Shaping the Future: 6 Ways Exceptional Advisors...
by Proactive Advisor Magazine | Nov 3, 2021 | Practice Management Tips
Robert Norton • Hammonton, NJNorton Wealth Management • LPL Financial Over the years, I have conducted a variety of informational seminars or webinars on retirement planning or focused areas of retirement planning such as Medicare, Social Security, and...
by Jerry Wagner | Oct 6, 2021 | UpClose
How clients can find true happiness in their investing How clients can find true happiness in their investing Happiness is achieved through making progress toward a manageable goal. For investors, this means setting attainable and personalized goals...
