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By Maria Wood |
February 22, 2013
Advisors face many challenges today, from a volatile stock market to pending legislation. But their greatest test comes when they sit down with a client.
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By Nichole Morford |
May 21, 2012
James R. Veal believes that helping to further your community is not only personally fulfilling β itβs the best way to add to your client base.
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By Maria Wood and Corey Dahl |
April 18, 2012
Producers and industry experts explain how an Aviva U.S.A. sale would impact their business β and what they'll say to clients if it happens.
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By Maria Wood |
January 1, 2012
There are few African-American advisors working in the financial industry today. James R. Veal wants to change that.
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By Maria Wood |
December 15, 2011
There are few African-American advisors working in the financial industry today. James R. Veal wants to change that.
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By Maria Wood |
December 15, 2011
There are few African-American advisors working in the financial industry today. James R. Veal wants to change that.
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By Maria Wood |
April 13, 2011
James R. Veal, founder and managing member of JRV Wealth Management Group, LLC in Philadelphia, has built his client base by reaching out to a subsector of the boomer market that he feels needs it most: the African-American community.