Protect Clients from Rising Interest Rates
Join Brent Burns and Stephen Huxley November 13 (2 p.m. ET) for an encore presentation of their webinar “Freight Train Interest Rate” to learn how individual bonds can help clients manage interest rate risk ($29 members/$69 non-members) at FPAnet.org/VLC.
Break Past the Plateau
Have you reached a plateau in your business? If so, this online article from business coach Dan Finley offers five strategies to kick-start your business, any of which may inspire a New Year’s resolution. Read the entire article HERE.
The Journal of Financial Planning caught up with Edward Horwitz at FPA Experience 2013 in Orlando, where he presented his and Brad Klontz’s research findings on overcoming client resistance to change. In this short video, Ed explains the research and offers an example of a reflective listening response, which he and Klontz write about in their article “Understanding and Dealing with Client Resistance to Change.”
The Journal on Twitter
Follow the Journal's editorial staff on Twitter@FPAPUBS for the latest research and practice management content.
Experience FPA Annual Conference Virtually
If you missed FPA Experience 2013 in Orlando last month, check out FPA Virtual Experience for access to video and audio recorded sessions and conference materials. Learn more at FPAExperience.org/Virtual.