by Proactive Advisor Magazine | Oct 6, 2021 | Practice Management Tips
Emrich M. Stellar Jr., ChFC, CLU, CBEC • Bethlehem, PAStellar Advisor • Lincoln Financial Advisors I think the famous quote often attributed to Peter Drucker, “Culture eats strategy for breakfast,” is very relevant in terms of how an advisory firm can...
by C. Thomas Howard | Sep 22, 2021 | UpClose
The power of planning: A behavioral perspective The power of planning: A behavioral perspective A lack of sound financial information, behavioral biases, and emotional decision-making can impair wealth creation for many people. Behavioral coaching can...
by David Wismer | Sep 22, 2021 | Advisor Interviews
Goals and values inform sophisticated client solutions Goals and values inform sophisticated client solutions Emrich M. Stellar Jr., ChFC, CLU, CBEC • Bethlehem, PAStellar Advisor • Lincoln Financial AdvisorsRead full biography below Proactive Advisor...
by PriceMetrix by McKinsey | Aug 25, 2021 | UpClose
The value of personal advice: Wealth management through the pandemic The value of personal advice: Wealth management through the pandemic The 10th annual PriceMetrix report examines an unprecedented year for North American wealth management. In...
by David Wismer | Aug 11, 2021 | 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....
