Tag: independent broker/dealer

Breaking Conventional Thinking

It may take courage to question our truths and assumptions, but it is only through honest self-reflection and criticism that individuals can change the way they see their world. Here are five book suggestions to get you started in breaking conventional thinking and changing the way you see the world and yourself.

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FREE 6.2 Feature – John Parise

John Parise’s practice, Copper Beech Financial Group in Marlton, N.J., is a leader in the financial planning marketplace and one of the top producers at American Portfolios. His unique service model, the family once, was formed to assist affluent clients in managing their wealth through multiple generations.

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FREE 6.1 Q&A – Richard Cox

Richard Cox is a seeker of knowledge, a discoverer of hidden things and a revealer of how they work. He is a man driven by passion, called to follow, embrace, understand and submit to desting. His practice, Cox Wealth Management, approaches clients with the same philosophy, helping each who walk through his doors define what a significant life looks like to them and, in turn, put them on a path of personal and financial fulfillment.

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FREE 6.1 Feature – Theresa Hannon

Born to be exceptional. She is one of American Portfolios’ top 10 producers and among the top 5 percent of advisors in our industry. She is also the person behind a successful wealth management practice in Wheaton, Ill., which bears her name; she is Theresa Hannon Financial Group, Ltd., but everyone knows her as Terry.

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FREE 5.2 Feature – Mike Lytle

Many estimates for renewal energy growth were made prior to the onset of the COVID-19 pandemic and the collapse in oil prices. Worries are building that with cheaper oil and a sustained disruption in global supply chains, renewable energy may lose momentum.

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