by David Wismer | May 11, 2022 | Advisor Interviews
Helping clients create a lasting legacy Helping clients create a lasting legacy Trevor Cochrane, CRPC • Fort Worth, TXReverb Financial • Securities America Inc.Read full biography below Proactive Advisor Magazine: Trevor, talk about how you see your...
by Katie Kuehner-Hebert | Apr 27, 2022 | Advisor Interviews
How advisors are addressing the FIRE movement How advisors are addressing the FIRE movement The financial independence, retire early movement, or FIRE, has attracted many devotees, particularly those under the age of 40. How are financial advisors...
by Proactive Advisor Magazine | Apr 27, 2022 | Practice Management Tips
Lanny Marks, CPA, CFP, AEP • Boca Raton, FL.Marks & Associates • Securities America Inc. I think most financial professionals of my generation were introduced to the business when it was dominated by stocks, bonds, mutual funds, buy-and-hold...
by Jerry Wagner | Apr 27, 2022 | UpClose
The pitfalls of DIY investing for your clients The pitfalls of DIY investing for your clients Investor biases and human nature work against successful self-directed investing. Turnkey asset management establishes the procedures and performs the...
by David Wismer | Apr 13, 2022 | Advisor Interviews
Empowering clients through education and collaboration Empowering clients through education and collaboration Lanny Marks, CPA, CFP, AEP • Boca Raton, FLMarks & Associates • Securities America Inc.Read full biography below Proactive Advisor...
