During the early ‘90s, Memphis-based advisor Don Angel jumped into the financial services deep end without looking back. After decades in the construction business, Angel quickly got his life and health licenses. He also knocked the securities licenses out, one right after another — the series 6, 7, 22, 63, 65. He decided early on he wanted to provide a full range of services to clients. His different designations allow him to help clients with insurance, investments, taxes and retirement advice. In this video interview, Angel conveys his philosophy on creating financial independence for his clients.
If your sales are soft, here are ideas about how to fix that.
Maine Community Health Options is seeking Affordable Care Act risk corridors program payments.
Amy Florian's road to becoming an expert on grief and transition started with her own loss.
Sponsored by FTJ | FundChoice
A full-service solution that helps you improve your process and client relationships sounds great, but you must be able to determine what will best help your firm grow.
Sponsored by Smarsh
New communication tools can open up your firm to risk and prohibition is not prevention. Learn five key practices you should implement now.
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.