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December 2017

Cover Story

Future Mastery: Evolution or Revolution in the Financial Planning Profession?

by Dennis Stearns, CFP®; and Andrew Clark, CFP®    
Invest in yourself and your teammates to sharpen the future skills needed to navigate the great change that lies ahead.


December 20, 2017: 2pm Eastern -- Journal in the Round: The Financial Planner of the Future

In this month's Journal in the Round, Andrew Clark, co-author of this month's Cover Storydiscusses his thoughts on the future of financial planning, and how in a world where IQ is easily replaced by artificial intelligence, a planner's mastery of EQ will provide the indispensable value to clients. Andrew will be joined by Frank Pare,  FPA's 2017 president-elect.

Practice Management

Ease Client Fear and Anxiety with These 2 Methods

by Michael T. Carpenter
Help clients reduce their fears by using comprehensive, holistic, personal risk management planning, and/or the VUCA model.


Enhancing Financial Confidence Among Widows: The Role of Financial Professionals

by John E. Grable, Ph.D., CFP®; Carrie L. West, Ph.D.; Linda Y. Leitz, Ph.D., CFP®; Kathleen M. Rehl, Ph.D., CFP®; Carolyn C. Moor; Michele N. Hernandez; and Susan Bradley, CFP®
This study provides evidence of a technique that can be used to increase the financial confidence of widowed clients who are considering remarriage, reducing the likelihood a widowed client will leave the financial planner-client relationship.


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