by Proactive Advisor Magazine | Oct 7, 2020 | Practice Management Tips
David Turner, MSF, CFP • Greenville-Spartanburg, SC My Planning Pro • LPL Financial I believe our client onboarding process is a critical element in the success of our practice and in laying the foundation for enduring client relationships. During the...
by David Wismer | Oct 7, 2020 | Advisor Interviews
Teamwork in comprehensive wealth management Teamwork in comprehensive wealth management Pamela Mayfield-Kizzee, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Read full biography below Moses LaCour, MRFC • Houston, TX...
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 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...
