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JULY 2019

Cover Story

Blog, Video, and Podcast Your Way to More Clients: Success Stories from Planners Who Are Doing It Right

by Taylor Schulte, CFP®
Many financial planners are turning to the internet to grow their businesses in ways other marketing efforts simply cannot. 


Journal in the Round: Doing Online Content Right to Gain More Clients

July 31, 2019.  2pm Eastern. ​
Contributor Taylor Schulte, CFP® , will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP® , to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan. The roundtable is an interactive discussion led by regular Journal in the Round moderator and FPA member Terry Bradford-Crane.

Practice Management

Care for Clients by Caring for Yourself​

by Michael Futterman
A new survey shows that stress is affecting advisers and investors; start to reduce it with these three tips.


Goals-Based Financial Planning: How Simple Lists Can Overcome Cognitive Blind Spots

by Ray Sin, Ph.D.; Ryan O. Murphy, Ph.D.; and Samantha Lamas
A nationally representative study was conducted to understand if a simple behavioral technique would nudge investors away from using unreliable, top-of-mind notions when it comes to creating investment goals.


Sponsored Content

Worrying about finances is a growing issue for Americans according to a recent survey, and advisers should capture the opportunity to help.

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