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David Smith Advisory Joins Forum Financial Management Expanding Florida Presence
January 6, 2021
The WAA is thrilled to welcome David Smith Advisory and David Smith, CLU, ChFC, CFP®, as a partner of Forum Financial Management. In his Q&A, David shares why he chose to join Forum and the benefits for his team.
Marie Stark Rises to Partner of Forum Financial Management
January 6, 2021
Marie Stark, CPA has been named a partner for Forum Financial Management, the WAA’s parent company. In the following Q&A, Marie looks back on her professional journey and discusses the next phase of her career.
Top 5 Most Read Articles in 2020
December 17, 2020
Through monthly newsletters and curated content, the Wealth Advisor Alliance provides materials for financial advisors to reference at any stage of transforming their career. Read the year’s most viewed content.
Plans to Accelerate Growth Lead Trexler Financial Advisors to the Wealth Advisor Alliance
December 10, 2020
The Wealth Advisor Alliance is pleased to welcome Trexler Financial Advisors and Jared Trexler. In his Q&A, Jared shares why he chose to become a financial advisor and go independent.
Cybersecurity: Protect Your Clients, Protect Your Practice
November 24, 2020
The Wealth Advisor Alliance discusses the importance of applied cybersecurity measures that encourage greater client confidence and a more secure future for your practice.
The Advantages of Becoming an Independent Financial Advisor
November 11, 2020
What are the financial benefits of going independent? In our infographic, we compare the pay of entrepreneurial financial advisors and non-independent salaried employees.
Webcast Transcript: What Your Practice Needs to Grow
October 30, 2020
Access the recording and transcript from WAA’s recent webcast, “What Your Practice Needs to Grow,” hosted by Brian Shapiro with Jonathan Rogers. They discuss how firms can successfully leverage their distinct capabilities while planning for capacity, efficiency and profitability.
7 Questions With Dan Solin About His New Book, Ask: How to Relate to Anyone
October 12, 2020
In the following exclusive Q&A with the Wealth Advisor Alliance, Dan Solin explains why the research confirms that better conversations are built on a foundation of thoughtful questions.
ASK MOLLY | Advice for Advisors for When You Become Burned Out at Work (and Home)
September 16, 2020
Molly Powers returns with a new article on practical ways for financial advisors to recharge and take their schedule in a new direction to avoid burning out.
A Holistic Formula Every Financial Advisor Should Live By
August 27, 2020
In the latest segment of our series, A. Andrew Marwede, partner at Forum Financial Management, reflects on the early stages of his career and shares his approach to success.