David Wright is an executive director of practice development at M&O Marketing in Southfield, Michigan. David works with independent financial professionals around the country to help grow and support their business through creative marketing, consultation and education.
A veteran of the United States Marine Corps and has been featured in outlets like U.S. News & World Report, Forbes and Planadvisor Magazine. David has also been a guest on podcasts including That Annuity Show and Marketing and Finance with Roger Edwards.
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding clients on vaccines and reopening their businesses.
Although they may appear the same, brokers and advisors provide different services.
CFA stands for chartered financial analyst, a professional designation awarded by the CFA Institute to candidates with proven competence in investment analysis and wealth management. Think of CFAs as the all-stars of the money management industry: They excel in the competitive world of financial