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Financial Planning
September 1, 2007
Rick Kahler |
Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?   |
Financial Planning
December 1, 2012
Bob Veres |
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. |
Investment Advisor
September 2007
James E. Kearney |
No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future. |
Financial Advisor
August 2012
Roy Diliberto |
Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners. |
Investment Advisor
December 2005
Bob Clark |
Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
Investment Advisor
August 2005
James A. Barnash |
Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry. |
Financial Planning
September 1, 2008
Bob Veres |
The Price of Going Pro Some financial advisors today believe that by striving to create a profession, they may actually be aiming too low. |
Financial Planning
February 1, 2007
Bob Veres |
Origin of Our Species Financial planning has gone through some powerful evolutionary stages, but in some respects, the past is still with us. |
Financial Planning
October 1, 2012
Scott Wenger |
Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem. |
Investment Advisor
September 2006
Melanie Waddell |
The Playing Field: Extending the Definition Some financial planners embrace a new asset class: a client's career. |
Registered Rep.
January 1, 2007
John Churchill |
60 Seconds with...Nick Nicolette (FPA President, 2007) An interview with the Sterling Financial Planning principal and new president of the Financial Planning Association. |
Investment Advisor
May 2006
Angie Herbers |
The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
The Motley Fool
November 27, 2006
Dan Caplinger |
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve. |
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. |
Financial Planning
September 1, 2010
Marc Freedman |
Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises. |
Financial Planning
May 1, 2007
Rick Kahler |
Beyond the Numbers Financial planners are looking to the principles of psychology to help them communicate with clients about more than just money. |
Financial Planning
April 1, 2013
Dave Grant |
Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around. |
Financial Advisor
May 2008
Mary Rowland |
Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans. |
Financial Planning
March 1, 2012
Bob Veres |
Success Really Has Three C's At least 20% of the people who are presented with your fees should object or squirm; ideally the percentage should be even higher. Otherwise, you aren't charging enough, and the planning profession as a whole is being cheapened. |
Financial Advisor
August 2010
Roy Diliberto |
An Elusive Profession Work still needs to be done so that clients, regulators and the media view and understand us for what we -- financial planners -- are. |
Investment Advisor
June 2008
Robert F. Keane |
FPA Focuses on Future Building relationships, exploring possibilities, and establishing a standard of care for financial professionals are items on the FPA's agenda for this year. |
Financial Advisor
March 2004 |
Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc. |
Financial Planning
October 1, 2013
Bob Veres |
Wish List: 27 Changes That Would Help Advisors In which we make a few modest requests for the health of the profession as well as the financial services industry. |
Financial Planning
February 1, 2010
Donna Mitchell |
The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans. |
Financial Planning
June 1, 2012
Dave Grant |
To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population. |
Investment Advisor
February 2008
James J. Green |
Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being. |
Investment Advisor
September 2005
Angela Herbers |
The Fast Track: Stoking Star Power If the FPA wants to truly train young advisors to build a profession, then perhaps they should first train the trainers, rather than unrealistically making us believe that training the next generation is not a "burden" we as financial professionals are obligated to bear. |
Financial Planning
August 1, 2012
Scott Wenger |
The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is. |
Financial Advisor
October 2007
Richard B. Wagner |
Financial Planning As A Learned Profession The notion that financial planning might explore its potentialities does not mean that every financial planner must become a scholar any more than every doctor must become a research scientist. Being a part of a profession means every member must master its basic craft. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Financial Advisor
May 2009
George Kinder |
Financial Planning's Historic Moment An opportunity has opened to help create a financial advisory profession that consumers will trust and admire decades from now. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
Financial Planning
October 1, 2005
Kathy Gevlin |
Adviser Pulse Other sectors of the economy may be wallowing in the doldrums with stagnant wages and job uncertainty, but not financial planning. Planners are earning more than ever and are deeply satisfied with their careers. |
Financial Planning
August 1, 2013
Scott Wenger |
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners |
Financial Planning
April 1, 2006
Michael E. Kitces |
Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees? |
Financial Planning
April 1, 2013
Scott Wenger |
Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value |
Financial Advisor
May 2011
Matt Greco |
High Anxiety Rich and poor are worried about money. A group of financial planners and psychotherapists has formed to discuss issues of common interest. |
Financial Advisor
June 2012
Richard B. Wagner |
A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it? |
Financial Planning
February 1, 2006
Bob Veres |
Hitting The Wall The phenomenal growth rates in the financial planning profession are proof that the public is waking up to its need for the services of a good planner. |
Financial Advisor
April 2008
David Drucker |
Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession? |
Financial Planning
January 1, 2005 |
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. |
Financial Planning
October 1, 2012
Tyler V. Cook |
Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way. |
Financial Advisor
March 2004
Gregory Bresiger |
One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes |
Investment Advisor
February 2010 |
Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past. |
Job Journal
February 20, 2005
Julia Hollister |
Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance. |
Financial Advisor
April 2004
Roy Diliberto |
Fees And The Value Of Advice Financial advisors need to get paid for the value we bring to each relationship. |
Financial Advisor
May 2012
Karen DeMasters |
Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place. |
Investment Advisor
May 2006
Bob Clark |
Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell. |
