by Proactive Advisor Magazine | Sep 8, 2021 | Practice Management Tips
David L. Rhodes, CFP, MBA • Bryan, TXThe Rhodes Financial Group • Cetera Advisor Networks LLC My background is somewhat unique for a financial advisor. In high school, I was always very interested in science and math. I attended Texas A&M and earned...
by Katie Kuehner-Hebert | Sep 8, 2021 | Advisor Interviews
The ultimate question for advisors: ‘Should I stay or should I go?’ The ultimate question for advisors: ‘Should I stay or should I go?’ Now, more than ever, advisors should formulate a succession plan—or at least explore the multiple options available...
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 Proactive Advisor Magazine | Aug 25, 2021 | Practice Management Tips
Phylyp Wagner, CPA, CFP • McLean, VA Wagner Resource Group Inc. • H. Beck Inc. Matt Quattlebaum, CFP • McLean, VA Wagner Resource Group Inc. • H. Beck Inc. While we will gladly work with clients from any walk of life, we have found a niche target...
by Proactive Advisor Magazine | Aug 11, 2021 | Practice Management Tips
Joseph St. Pedro • Royersford, PASt. Pedro & Associates Inc. • Securities America Inc. I believe many attributes distinguish our firm from a competitive standpoint. We have a long history of success in serving clients in our area and a highly...
