by Proactive Advisor Magazine | Dec 2, 2020 | Practice Management Tips
Larry Welder • San Antonio, TX Granite Financial Solutions LLC • Ameritas Investment Corp. Our firm has a wide range of clients, but we also have developed in-depth knowledge within a specific niche target segment. This segment includes medical...
by Proactive Advisor Magazine | Nov 18, 2020 | Practice Management Tips
Bill Raney, MS, CFP, BFA GNB Investments • Cetera Advisor Networks LLC My goal in financial planning is simple, but important. I want to put 100% of my focus on being a trusted and highly knowledgeable resource for my clients as they address their...
by Proactive Advisor Magazine | Nov 4, 2020 | Practice Management Tips
Phimar Patterson, CFP • Atlanta, GA Blue Clover Financial LLC • Ameritas Investment Corp. (AIC) Before providing financial services to individual clients, I had a 20-year-long career in strategic financial planning and analysis for corporations. I think...
by Katie Kuehner-Hebert | Oct 21, 2020 | Advisor Interviews
In the eye of the storm? How advisors and clients are handling uncertainty In the eye of the storm? How advisors and clients are handling uncertainty The COVID-19 pandemic has significantly impacted financial advisors, their clients, and prospective...
by Proactive Advisor Magazine | Oct 21, 2020 | Practice Management Tips
Pamela Mayfield-Kizzee, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Moses LaCour, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Moses LaCour: I have over 25 years of experience as...
