A wide ranging interview with Bob Veres about the future of financial planning. Bob Veres is the former editor of Financial Planning Magazine and creator of the Insider's Forum conference and Inside Information newsletter. He has been commenting and contributing to the industry for over...
I was recently nominated as one of Wealthmanagement.com's 10 to Watch in 2015. It's a real honor! Obviously this wouldn't have been possible without our customers. So this recognition is dedicated to them. Thank you!...
Last week I did an awesome interview with Chuck Hammond (to the left) of the 401k study group. Listen to it here. We talked about how Pocket Risk can help advisors and what makes us unique. I had a blast!...
I recently interviewed Ray Ferrara of ProVise Management Group LLC. He is the President and CEO of a Barron's ranked financial planning and investment firm based in Florida. John: Can you give us some quick background on ProVise? Ray: Sure, first and foremost ProVise is a financial planning firm....
I recently interviewed Tom Sedoric of The Sedoric Group/Wells Fargo Advisors. He has been ranked the #1 Financial Advisor in New Hampshire and rated one of the best advisors in the country five years running. John: Give us some quick background on The Sedoric Group/Wells Fargo Advisors? Tom: Sure,...
Kicking off our interview series with successful financial advisors I recently interviewed David Costigan of Banyan Partners. David is the Managing Director of Wealth Management at the firm, which has offices across the US. Below is a summary of our conversation. John: Give us some quick...