by Proactive Advisor Magazine | Sep 16, 2020 | Practice Management Tips
Eric Sajdak, ChFC • Green Bay, WI Safeguard Wealth Management Technology is an integral part of our practice. Ultimately, it allows us to deliver a more complete and thorough service to clients. We use technology in many ways, including making...
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...
by Proactive Advisor Magazine | Aug 26, 2020 | Practice Management Tips
Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors Inc. I have been in the financial-services industry for over 11 years and started my own firm in 2010. It is clear to me that maintaining a referral network is a very important...
by Proactive Advisor Magazine | Aug 12, 2020 | Practice Management Tips
Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC One important aspect of my business model is my emphasis on clients who are part of the Florida Retirement System (FRS). The majority are teachers, but I also work with police officers and city...
by David Wismer | Aug 12, 2020 | Advisor Interviews
Sustaining client loyalty during challenging times Sustaining client loyalty during challenging times Perhaps at no time in recent history have individuals and families had a greater need for the trusted guidance of a financial advisor. Spectrem Group...
