by David Wismer | Mar 18, 2020 | Advisor Interviews
Using behavioral finance to better guide clients Using behavioral finance to better guide clients Advisors can benefit from using behavioral finance when working with clients—specifically when educating about risk, investment expectations, managing...
by Katie Kuehner-Hebert | Mar 4, 2020 | UpClose
Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...
by Proactive Advisor Magazine | Feb 19, 2020 | Practice Management Tips
William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc. I founded FinestPlan LLC in 2002 with another advisor, who was my partner in the firm for about 10 years. Getting our practice headed in the right direction was truly a team...
by David Wismer | Feb 5, 2020 | Advisor Interviews
Helping clients reduce the risk of their financial future Helping clients reduce the risk of their financial future William Romeo • Coconut Creek, FL FinestPlan LLC • Securities America lnc. Read full biography below Proactive Advisor Magazine: What...
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...
