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October 2017

Cover Story

Build Your Brand to Build Client Trust

by Barbara Kay, LPC, RCC
Use this framework to harness financial planning policies as decision-architecture to overcome the unique challenges millennials face.


October 25, 2017: 2pm Eastern -- Journal in the Round: Client Trust and Communication in the Age of Massive Change

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.

Practice Management

Focusing on Life Transitions Is Good for Clients and Planners

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.


Identifying Variation in Client Characteristics between Financial Planning Compensation Models

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.


​Sponsored Content 

Maintaining High-Touch Communication with Clients

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.




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