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August 2017

Cover Story

Serving Millennial Clients with a 3-Step Model

by Russell Kroeger, CFP®, EA; and Yusuf Abugideiri, CFP®
Use this framework to harness financial planning policies as decision-architecture to overcome the unique challenges millennials face.


September 26, 2017  -- Journal in the Round: Next Generation of Planners Shifting the Paradigm

This month’s Journal in the Round will be a podcast hosted by Hannah Moore on her weekly program, "You're a Financial Planner, Now What?" Hannah will sit with Journal contributors Yusuf Abugideiri, Russell Kroeger, Lisa Kirchenbauer and Andrew Mehari discussing the need for innovation in the next generation space, and new models of service being created by and for younger planners.  You will be able to listen to the episode on starting September 26th and also on the FPA's learning website.


Practice Management

NexGen Acquisition Success: Partnership, Patience, and Teamwork

by Christine Sjolin
Learn how two NexGen advisers acquired a multi-million dollar RIA.


Does the Benefit of Deferring Social Security Offset the Opportunity Cost to Do So?

by Michael J. Alderson, Ph.D.; and Brian L. Betker, Ph.D.
The results of this analysis provide guidance for financial planners to help clients make the optimal Social Security claiming decision.






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