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March 2018

Cover Story

Information Technology Update for the Financial Planning Profession

by C. Augusto Casas, Ph.D., CFP®  
Explore the role information technology plays in the planning profession, learn the architecture of an updated personal financial planning information system, and get up to speed on how technology is impacting the future of the profession.


March 28, 2018: 2pm Eastern -- Journal in the Round: Tech Now and For the Future

In this month's Journal in the Round, contributers to the March technology issue and other experts will weigh in on the current landscape, evalulating which technologies will have the biggest impact on the profession.

Practice Management

Understanding the Role of Spirituality in Financial Life Planning

by Stephen C. Brody, CFP®, ChFC®, RLP®, EdD
After interviewing 25 leading financial life planning experts, the author reveals six attributes that enable planners to create more meaningful conversations with clients.


Identify and Understand Clients’ Money Scripts: A Framework for Using the KMSI-R

by Michelle Arpin Begina, CFP®, CIMA®, RICP®; Jessica L. Hickingbottom, CFP®; Elaine Grogan Luttrull, CPA; Megan McCoy, Ph.D., LMFT; and Bradley T. Klontz, Psy.D., CFP®
This paper provides planners a tangible foothold into the field of financial therapy by providing a four-step framework to administer, assess, and deliver the Klontz Money Script Revised Inventory (KMSI-R) inventory and results to clients.


Sponsored Content 

7 Signs Your Financial Planning Website Is Outdated
by Samantha Russell, Chief Marketing & Business Development Officer at Twenty Over Ten
Unsure if your firm’s website is past it’s prime? Check out this list of the top seven signs your website may be in need of a redesign.

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