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Larry Mathis says informed referrals from centers of influence are an effective way to meet prospective clients. To assist, he crafts “a specific message” highlighting his experience and services. proactiveadvisormagazine.com/building-a-per…
U.S. consumers continue strong spending as the holidays near. Reports of Black Friday sales and Cyber Monday projections have been positive. #consumerspending #BlackFriday #CyberMonday #NationalRetailFederation proactiveadvisormagazine.com/consumer-spend…
Does a high total-debt-to-total-asset ratio signal a greater chance a company will default or that its stock is higher risk, as is often assumed? #debtratios #CThomasHoward #AthenaInvest #riskmanagement proactiveadvisormagazine.com/analyzing-debt…
AI-generated content can be a valuable resource for financial advisors, but they need to understand how to create AI content effectively and responsibly. hashtag#AIcontentmarketing hashtag#JeffBriskin hashtag#generativeAI hashtag#BriskinConsulting proactiveadvisormagazine.com/ai-content-mar…
The financial independence, retire early (FIRE) movement has attracted many devotees. How are financial advisors helping guide clients seeking FIRE? Social tags: #FIREmovement #earlyretirement #KatieKuehnerHebert #activeinvestmentmanagement proactiveadvisormagazine.com/how-advisors-a…
Advisor Sean Reading says educational seminars on Social Security planning represent a highly successful strategy for connecting with prospective clients. #SeanReading #TheNorthStarFinancialGroup #SocialSecurityeducation proactiveadvisormagazine.com/social-securit…
The upcoming change in administrations has led markets to anticipate policy decisions that may impact many sectors, including currencies and precious metals. #electionimpact #strongerdollar #FederalReserve #interestratepolicy proactiveadvisormagazine.com/election-impac…
Options expert and strategist Larry McMillan discusses market moves following the election, identifying bullish signals from key technical indicators. #LarryMcMillan #McMillanAnalysisCorp #marketbreadth #volatility proactiveadvisormagazine.com/post-election-…
Financial advisors are expanding their value-added services by offering clients integrated services that encompass both personal and business banking. #AxosAdvisorServices #integratedbankingservices #advisoryvalueaddedservices proactiveadvisormagazine.com/how-to-enhance…
Advisor Larry Mathis believes rules-based strategies and active management can play an important role in managing volatility and risk in client portfolios. #LarryMathis #PearsonFinancialGroup #riskmanagement #activemanagement proactiveadvisormagazine.com/larry-mathis-h…
Spotlight: Different facets of customized financial plannng. Check out three of our top articles for advisors exploring different aspects of proactive investment and practice management. #Spotlight #FinancialAdvisors #Investing #Finance proactiveadvisormagazine.com
Gold’s continuous futures contract has gained over 60% during its rally from October 2022 through 2024. Multiple factors are driving the gains. #gold; #MarketWatch; #SeekingAlpha; #BespokeInvestmentGroup proactiveadvisormagazine.com/gold-continued…
Advisor Brent Mowinski brings a holistic approach to many client segments, offering a wide range of services to build comprehensive needs-based solutions. #BrentMowinski #MowinskiFinancial #financialplanning proactiveadvisormagazine.com/driving-practi…
The numbers of NASDAQ and NYSE issues traded have continued to decline, likely due to the unwinding of the COVID-related monetary expansion. #ThomasMcClellan #stocklistings #Barrons #McClellanFinancialPublications proactiveadvisormagazine.com/the-great-unwi…
Active investment management is aligned with behavioral finance and sound financial planning that seeks to help investors reach their long-term objectives. #behavioralfinance #activemanagement #CharlieBilello #RichardLehman proactiveadvisormagazine.com/from-aristotle…
EDITORS' PICK: One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively address their combined financial goals? proactiveadvisormagazine.com/investment-pol…
Check out this quarter’s top articles on social media! #Finance #activemanagement #moneymanagement #financialadvisor proactiveadvisormagazine.com/#Shared
See our readers’ favorite articles of this quarter ! #activemanagement #moneymanagement #finance proactiveadvisormagazine.com/#viewed
Don’t miss our editors’ top picks for this quarter! #activemanagement #finance #MoneyManagement proactiveadvisormagazine.com/#editors
Certified Senior Advisor Daniel Bellina uses his training in addressing the needs of seniors to help clients with the financial challenges of aging. #DanielBellina #StrategicInvestmentServices #RetirementPlanning proactiveadvisormagazine.com/understanding-…
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