by David Wismer | Jan 13, 2021 | Advisor Interviews
How advisors—and their clients—successfully navigated 2020 How advisors—and their clients—successfully navigated 2020 We applaud the diligence of financial advisors—and their clients—during the very challenging times of 2020. Their collective commitment...
by Proactive Advisor Magazine | Jan 13, 2021 | Practice Management Tips
Richard F. Grant Jr., NSSA, ChFEBC • Gilbert, AZ RFG Capital Management LLC I have been in the financial-services industry for more than 30 years, working with clients across the U.S. and abroad. I tell prospective clients that we are probably different...
by Proactive Advisor Magazine | Nov 18, 2020 | Practice Management Tips
Bill Raney, MS, CFP, BFA GNB Investments • Cetera Advisor Networks LLC My goal in financial planning is simple, but important. I want to put 100% of my focus on being a trusted and highly knowledgeable resource for my clients as they address their...
by David Wismer | Nov 18, 2020 | Advisor Interviews
Advisors and active management: Grounded in behavioral finance Advisors and active management: Grounded in behavioral finance Financial advisors are increasingly recognizing the importance of applied behavioral finance theory in guiding their clients....
by C. Thomas Howard | Nov 18, 2020 | UpClose
Encouraging a long-term investment perspective Encouraging a long-term investment perspective Applying behavioral concepts can help clients develop a long-term investment perspective and “stay in their seats” when being bombarded by highly emotional...
