by Jill Zucker & Vlad Golyk | Apr 14, 2021 | UpClose
On the cusp of change: North American wealth management in 2030 On the cusp of change: North American wealth management in 2030 The North American wealth-management industry will undergo meaningful changes in the next ten years, influenced by evolving...
by David Wismer | Apr 14, 2021 | Advisor Interviews
How advisors use financial education to inform, attract, and retain clients How advisors use financial education to inform, attract, and retain clients Many successful financial advisors consider financial education to be one of their top priorities in...
by Proactive Advisor Magazine | Mar 24, 2021 | 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 Proactive Advisor Magazine | Mar 10, 2021 | Practice Management Tips
Eric McGough, CLU, ChFC, RICP • Greenwood Village, CO Resolute Wealth Partners • Northwestern Mutual I am a wealth management advisor and co-founder of Resolute Wealth Partners, located in Greenwood Village, Colorado. I have been in the...
by Proactive Advisor Magazine | Feb 24, 2021 | Practice Management Tips
Stephen Franklin, MBA, CFP, RICP, CFS, CEP • Louisville, KY Kentucky Planning Partners (KPP) • LPL Financial I have been an independent financial advisor since 1984 and have always had a passion for continually building my knowledge base in seeking to...
