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Financial Advisor
April 2010
Roy Diliberto |
Whose Discovery Is It? The questions we ask our clients in our quest to serve them may end up being therapeutic for them.   |
AskMen.com
December 9, 2001
Michael Bucci |
Get Your Priorities Straight Business is much like a game in many respects. It should be fun to play, but ultimately the goal is to do well and win. As a player in the game, you must be able to identify the different success factors that will help you accomplish your goals... |
Investment Advisor
September 2009 |
The Three Questions The signature exercise that Kinder's Institute of Life Planning conducts at its workshops to help an individual discover what's most important to them is to ask themselves the three questions. Advisors would do well by asking clients the same. |
AFP eWire
May 17, 2011 |
Why the Donor's Story Matters Here are some ways to take a step back and really understand a prospective major gift donor -- their philosophy of giving, their giving priorities and even their views on money itself. |
Investment Advisor
December 2006
Dan Sullivan |
The Top Ten Identifying your top 10 priorities for next year now will provide guidance for the journey and eventual satisfaction to investment advisors. |
Financial Planning
March 1, 2012
Jim Grote |
Advisor to the Stars Jeff Wheeler, a studio guitarist turned estate laywer turned financial planner, is now president of the Wealth Collaborative in Los Angeles, where he manages $290 million for actors, writers, producers and athletes. |
Financial Advisor
February 2011
Roy Diliberto |
A Good Business Model The fiduciary standard is essential for financial planning to be embraced as a profession, yet examples abound of advisors who ignore it. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
HBS Working Knowledge
July 18, 2011
Carmen Nobel |
Looking in the Mirror: Questions Every Leader Must Ask Because CEOs don't have the benefit of feedback from their superiors, it's crucial that they solicit feedback about their leadership style from subordinates. |
Investment Advisor
June 2010
John Sullivan |
Grow and Learn A poll recently conducted by the SEI Advisor Network found that the top priority for advisors in 2010 is to "create new initiatives to increase sales and grow business." |
Financial Advisor
January 2009
Bill Bachrach |
Mapping A Success Path Creating a framework to build your business. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
Entrepreneur
September 2006
Romanus Wolter |
Just Play It Cool Does it always feel like you've got a million things to do at once? Take a step back - sometimes procrastinating pays off. |
Registered Rep.
April 11, 2014
Diana Britton |
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. |
Financial Planning
April 1, 2010
Donna Mitchell |
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
July 1, 2006
John J. Bowen |
Digging Deep One of the most important conversations you can have with your financial advisory clients is about their values. Once you are proficient at helping clients determine what their deepest values are, you'll have a solid basis for building trust and lasting client relationships. |
Financial Planning
May 1, 2013
Charles R. Chaffin |
Making the Case for CFP Standards While the planning profession has evolved considerably, there is still work to be done. |
Insurance & Technology
January 5, 2007 |
Industry Visions 2007: Opportunities and Challenges Each new year requires a shifting of emphasis and priorities to address the particular opportunities and challenges presented by the state of technology and the insurance market. |
Financial Advisor
February 2007
Roy Dilberto |
Establishing Trust In Financial Planning For large wirehouses, they need to understand that business is not leaving them and being transferred to independent advisors because of the fee structure. It is because most of these people are registered as investment advisors and follow the spirit as well as the letter of the fiduciary relationship. |
Investment Advisor
December 2006
Bob Clark |
Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession. |
U.S. Banker
July 2008
Foote & Gupta |
Avoiding a Marketing Meltdown Even in the best of times, retail-bank marketing teams face loads of performance pressure and often struggle to set priorities. But now the swooning market has redoubled the challenge. |
Investment Advisor
December 2006
Dan Moisand |
Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board. |
Financial Advisor
October 2008
Mary Rowland |
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. |
