by Barbara Kay, LPC, RCC
Use this framework to harness financial planning policies as decision-architecture to overcome the unique challenges millennials face.
We have entered a time of unprecedented political and economic change that directly impacts our work as financial planners. In this month's Journal in the Round, Dennis Stearns, a CFP practitioner and one of the financial industries' leading scenario experts and futurists, and Dr. Gary Bradt, a top expert on managing through change, will discuss how to frame the conversations, helping clients prepare for change with targeted questions and solutions that can help them feel more in control of their destiny.
by Mitch Anthony and Steve Sanduski, CFP®
If you’re not in tune with the life transitions your clients are going through, it could mean they will leave your practice.
by Martin C. Seay, Ph.D., CFP®; Somer G. Anderson, CPA; Derek R. Lawson, CFP®; and Kyoung Tae Kim, Ph.D.
This study examined how client characteristics differ between individuals who use commission-only, fee-only, and commission-and-fee financial planners.
by Tyler McNaughton, strategic account manager for Advicent
Many factors determine a business’ success — timing, quality of interaction, and reputation to name a few. Conversely, one can also argue that too much communication can actually be counterproductive.