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Financial Advisor November 2012 Karen DeMasters	FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing.
Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
Financial Planning February 1, 2010 Donna Mitchell	The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans.
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 March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
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 February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
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.
Financial Planning October 1, 2006 Marshall Eckblad	What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out.
Financial Advisor November 2003 Evan Simonoff	Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning?
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.
Financial Advisor May 2007 Karen DeMasters	Fast Forward Financial Planning Association programs aim to build the profession of the future.
Investment Advisor September 2006 Melanie Waddell	The Playing Field: Extending the Definition Some financial planners embrace a new asset class: a client's career.
Financial Advisor March 2012	So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business.
Investment Advisor October 2008 Angela Herbers	One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.
Investment Advisor July 1, 2011 John Sullivan	Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door.
Investment Advisor January 2008 Kathleen M. McBride	Big Brokers and Planning FPA is embracing major firms, reaching out with ways to help captive broker/dealer, bank, and wirehouse executives and their reps to shift part of their firms to an advisory model.
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 Advisor March 2011 Andrew Gluck	Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change.
Registered Rep. October 23, 2006 John Churchill	Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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 January 2009 Kara P. Stapleton	Group Think News from the CFP and FPA.
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 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 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.
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 August 1, 2007 David E. Adler	Quest for Knowledge Continuing education is a must for financial planners trying to stay ahead of the client curve. A look at CE trends and current requirements will help you chart your course.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Advisor March 2011 Evan Simonoff	Challenges Confront FPA Editor's Note: Like many associations, the FPA is not doomed, but it needs to rethink its value proposition.
Registered Rep. May 20, 2011 Diana Britton	NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y.
Investment Advisor September 2007 Kara P. Stapleton	For Young and Old Alike The Financial Planning Association and the NexGen community co-hosted the second annual NexGen Conference for the profession's future leaders.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Financial Advisor June 2004	Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion...
Financial Advisor August 2010 David Lawrence	The Art Of Collaboration Three leading advisory firms describe how they use teamwork in their practices.
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 June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
Financial Planning November 1, 2012 Craig Pfeiffer	Developing New Talent: Better Approach Needed for Training Advisors The profession needs a new training model that attracts and develops the next generation of advisors.
Financial Planning December 1, 2011 Ann Marsh	Planners Fighting Poverty Frank Pare believes financial planners can play a meaningful role in helping to turn around the country's financial crisis and help reduce poverty.
Investment Advisor June 2010 James J. Green	FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups.
Financial Planning January 1, 2009 Stacy Schultz	Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.
Investment Advisor October 2007 K. McBride & K. Stapleton	Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill.
Financial Planning January 1, 2009 Bierck & Schultz	Movers and Shakers 2009 Change, both evolutionary and revolutionary, is the main theme on the 2009 financial industries calendar. Read this publication's choices for the movers and shakers of 2009.
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 December 2010 Jeff Schlegel	Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?
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 Planning October 1, 2013 Dave Grant	Smart Career Plan for Advisors Want to help your advisors expand their skills? Use these steps to create customized career tracks.
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.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.