Sign In

Skip Navigation LinksOneFPA > Journal

CE Exams:  Please login and click "CE Exams' on the right for exams from the Journal of Financial Planning and Financial Services Review.

DECEMBER 2016

Succession Planning

Finding the Ideal Buyer for Your Practice

by Emily M. Chiang, CFP®

A planner, who describes the selling process as
challenging, exciting, and grueling, offers advice
and tips for this life-changing journey.


Practice Management

Preparing for an End-of-Career Transition

by Maria Considine King and Joni Youngwirth
Examining both the emotional and technical aspects of succession planning could make for a smooth transition.


​Contribution

A Descriptive Analysis of Physiological Stress and Readiness to Change

by Sonya L. Britt, Ph.D., CFP®; Derek R. Lawson, CFP®; and Camila A. Haselwood

Understanding client stress may help financial planners know whether they should push clients forward given their stress level and current stage of change.

Member Access

Includes:
Current Issue
Digital Edition
CE Exams
Supplements
Podcasts

Subscribe

Change Address