by David Wismer | Aug 26, 2020 | Advisor Interviews
Delivering relationship-based financial planning Delivering relationship-based financial planning Luis Padilla • Sparks, MD Maryland Wealth Management • Founders Financial Securities LLC Read full biography below Proactive Advisor Magazine: Louie, talk...
by David Wismer | Jul 29, 2020 | Advisor Interviews
A risk-oriented approach that fits client attitudes and goals A risk-oriented approach that fits client attitudes and goals Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC Read full biography below Proactive Advisor Magazine: Edgardo, talk about...
by Richard Lehman | Jun 24, 2020 | UpClose
What happened to the case for active risk management? What happened to the case for active risk management? If formal risk-management strategies provided a demonstrable advantage versus passive strategies during the COVID-related decline of 2020, why is...
by David Wismer | Jun 24, 2020 | Advisor Interviews
Guiding clients toward financial freedom Guiding clients toward financial freedom Marc D’Elia, ChFC, AAMS • Largo, FL Premier Planning Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Marc, what is your...
by David Wismer | Apr 22, 2020 | Advisor Interviews
How everyday analogies can help clients understand risk management How everyday analogies can help clients understand risk management Financial advisors use a wide range of analogies with clients in communicating the need for constant portfolio...
