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Becoming Fashionable Financial advisors need to help their clients understand that a fulfilling retirement combines a wide range of variables such as having a clear vision of retirement goals as well as financial preparedness.   |
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Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service. |
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Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it. |
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The Philosopher At a certain point in the financial planning process, the advisor needs to step back and ask, "What's the purpose of all of this?" So teaches George Kinder, founder of the Kinder Institute of Life Planning. |
Financial Planning
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Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
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Getting Very Personal George Kinder has developed a clear structure to help planners work with clients to uncover the true passion in their lives so that their financial plan will be more effective. |
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A Practice You Can Live With Don't let your financial advisory business become your master. |
