by Proactive Advisor Magazine | Jan 13, 2021 | Practice Management Tips
Richard F. Grant Jr., NSSA, ChFEBC • Gilbert, AZ RFG Capital Management LLC I have been in the financial-services industry for more than 30 years, working with clients across the U.S. and abroad. I tell prospective clients that we are probably different...
by David Wismer | Jan 13, 2021 | UpClose
The state of retail wealth management: 2020 trends and opportunities for 2021 The state of retail wealth management: 2020 trends and opportunities for 2021 Research findings from the 2020 PriceMetrix study, “The State of North American Retail Wealth...
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...
