by Proactive Advisor Magazine | Jun 24, 2020 | Practice Management Tips
James Bales, RFC, LUTCF • Newport News, VA James Bales Financial LLC • Centaurus Financial Inc. For the first 10 years, our firm extensively used financial education seminars for the public, especially retirees and those approaching retirement. This was...
by David Wismer | Jun 10, 2020 | Advisor Interviews
How will the pandemic response change wealth management—now and in the near future? How will the pandemic response change wealth management—now and in the near future? The COVID-19 pandemic’s negative impact has been huge, both in terms of lives lost...
by Proactive Advisor Magazine | Jun 10, 2020 | Practice Management Tips
John Zinaich, CFP, ChFC, CLU • Boonsboro, MD Zinaich Capital and Risk Management • Founders Financial Securities, LLC Ihave found that having a proactive strategy in place for communications with clients pays dividends in multiple ways—three in...
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...
