by Proactive Advisor Magazine | May 20, 2020 | Practice Management Tips
Tyler Holden • Greenwood Village, CO Resolute Wealth Partners • Northwestern Mutual An important part of my training and development program at Northwestern Mutual when I first entered the business was learning how to develop a referral-based business...
by Proactive Advisor Magazine | May 6, 2020 | Practice Management Tips
Peter Roe • Asheville, NC Masters Private Client Group • Cetera Advisors LLC Our firm has a strong focus on serving the financial-planning needs of professional athletes. We also branch out into other areas such as the entertainment, music, and...
by Proactive Advisor Magazine | Apr 22, 2020 | Practice Management Tips
Jeffrey McAvaddy • Largo, FL Infinity Tax and Financial Planning • American Portfolios Financial Services Inc. Our business model is a little bit different from most in the industry. In the traditional way of doing business, a client might have a tax...
by Proactive Advisor Magazine | Apr 8, 2020 | Practice Management Tips
Paul Humphrey, CFEd • Minneapolis, MN Humphrey Financial LLC • Cambridge Investment Research Inc. Ever since I became an independent advisor, I have had a somewhat unique business model. I focus on the employees of companies or nonprofits, with a...
by Proactive Advisor Magazine | Mar 18, 2020 | Practice Management Tips
Lannie Wright • Carmel Valley, CA Lannie Wright Financial Advisor • Royal Alliance Associates Inc. Everyone thinks they understand social media and how it works. I know … I was one of them. I was also wrong on so many levels. The social media we...
