From the August 01, 2012 issue of Senior Market Advisor • Subscribe!

Advisor of the Year Finalists 2012

The Journey

j

For this year’s finalists for Advisor of the Year, each path is unique, but they all wound up in a similar universe—as men who have found success at every level. They are solid producers, but that’s not enough. They also are linchpins of their communities, treat their clients like family and, finally, they have a great story to tell.

BBRIAN ADAIR  After working in his family’s health-care agency, Brian Adair saw firsthand the need for proper financial planning.

MMARTY HIGGINS  He once built houses. Now, he builds the blueprint for his clients’ golden years. 

cCHUCK LAYMAN For Chuck Layman, a second-generation advisor and father to an advisor, creating a family environment is the key to the firm’s success. 

bBILL POPE For years, he spoke from the pulpit, helping navigate people’s spiritual lives. Now he sits across a coffee table planning how to save clients’ assets.
 
mMARK PRUITT Mark Pruitt uses the skills he learned as a minister to help people with their financial lives.
 

 

 

 

 

Comments

Advertisement. Closing in 15 seconds.