by Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®;
and Jared Jones, CFP®
The key to being successful with millennial clients
is a simplified, technology-enabled, education-focused, valuable offering that fits the needs of the client.
Continuing the conversation that began at FPA Retreat 2018, Lew Walker and Ben Coombs, who together bring almost 100 years of financial planning experience, are joined by next generation leaders Rachel Moran and Alexandria Cole to share their very different career journeys and to connect their values, their passion, and their vision for the future of the profession.
by Christine Sjolin
Rethinking the concept of ownership can open new possibilities and be the key that solves the succession problem.
by Matthew Sommer, CFA, CFP®; Han Na Lim, Ph.D.; and Maurice MacDonald, Ph.D.
This study found evidence that males and females associate different attributes with financial planners and investment advisers.
by Phil Lubinski, CFP®
The largest ever generation of retirees is upon us. Advisors need to be ready to serve them. Is your practice equipped with the strategy and tools to execute?
by Michael Wallin, CFP®, CEO of Financial Architects & Consultants, LLC
When a financial plan fails, is it because the client’s information being used was “garbage,” or was it just incomplete and inaccurate? Learn how successful firms can get the right information and keep it updated through automation.