by David Wismer | Dec 11, 2019 | Advisor Interviews
How advisors address the uncertainties of retirement-income planning How advisors address the uncertainties of retirement-income planning Our article, “‘Going broke’ is still chief retirement concern,” asked the question, “How can retirees reconcile...
by David Wismer | Nov 20, 2019 | Advisor Interviews
David Wismer David Wismer Paul Walker • Waycross, GA Parable Financial Network • Triad Advisors Read full biography below Proactive Advisor Magazine: Paul, talk about your transition from small-business owner to financial advisor. I feel blessed to have...
by David Wismer | Oct 30, 2019 | Advisor Interviews
Industry Trends Industry Trends While younger individuals are still in the accumulation phase of their lives, it is well worth building relationships now. “Next-generation clients” will grow faster, give advisors a more diverse book of business, and use...
by David Wismer | Oct 16, 2019 | Advisor Interviews
Ernesto Ramirez • Coral Gables, FL OneMiami Financial Group • OneAmerica Securities Inc. Read full biography below Proactive Advisor Magazine: Ernesto, how do you define your role in working with clients at OneMiami Financial Group? I am a full-service...
by David Wismer | Oct 2, 2019 | Advisor Interviews
Michael Zimmerman, CEPA • Stevens, PA Regal Wealth Advisors • J.W. Cole Financial Inc. Read full biography below Proactive Advisor Magazine: Mike, talk about the progression of your career. I have something of a unique background. I attended...
