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Job Journal August 22, 2004 Julia Hollister	Job Numbers Favorable for Financial Careers There are numerous job options for people with a flair for figures -- in accounting, banking, tax preparation, financial planning, and many other areas.
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Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
The Motley Fool April 2, 2004	Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Financial Advisor March 2012	So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business.
Financial Advisor February 2007 Ray Fazzi	Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Planning July 1, 2006 Paul J. Mauro	New Directions When hiring financial planners, don't overlook older professionals who are looking to change careers.
Financial Planning August 1, 2006 Donald Jay Korn	Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need.
Financial Planning December 1, 2010 Mary Quist-Newins	Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners.
Financial Planning February 1, 2005 Ed McCarthy	The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession.
Financial Planning April 1, 2013 Dave Grant	Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
The Motley Fool September 22, 2005 Paul E. Eckler	How to Select a Financial Advisor You are the absolute best person to manage your money, but sometimes you might need some help.
Financial Planning July 1, 2013 Scott Wenger	FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers.
Financial Planning September 1, 2005 Donald Jay Korn	The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.
Financial Planning January 1, 2009 Stacy Schultz	Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Financial Planning May 1, 2010 Jim Grote	Virtual Works It is David B. Yeske's technological prowess -- with an emphasis on making processes simple and applicable for the client -- that makes him a trendsetter in the financial advisory industry.
Investment Advisor December 2005 Bob Clark	Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out.
Financial Planning November 1, 2012 Scott Wenger	Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors
Financial Planning April 1, 2006 Ryan Duey	The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.
Financial Planning May 1, 2007 Elizabeth O'Brien	Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success.
Financial Planning January 1, 2006	2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc.
Financial Planning October 1, 2012 Ann Marsh	Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
Financial Planning March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
Financial Planning June 1, 2005 Ed McCarthy	Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler.
Financial Planning March 1, 2008	What's the Big Idea? Advice from experts in the financial planning field to help you move your practice ahead.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Financial Planning June 1, 2012 Katie Kuehner-Hebert	A Bigger Pie If clients are dissatisfied with how much money they're saving for retirement, most wealth managers advise cutting back on expenses. Advisors should also help clients find ways to boost their incomes.
Financial Planning October 1, 2005 Kathy Gevlin	Adviser Pulse Other sectors of the economy may be wallowing in the doldrums with stagnant wages and job uncertainty, but not financial planning. Planners are earning more than ever and are deeply satisfied with their careers.
Financial Advisor June 2004 Gregory Bresiger	Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.
Financial Planning April 1, 2013 Scott Wenger	Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
Financial Planning June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
Financial Planning January 1, 2007	Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
Financial Planning August 1, 2012 Jonathan Leaf	The Rise of Robo-Advisors Imagine being replaced by a robot. That day may be more imminent than many planners believe.
Financial Planning October 1, 2006 Marshall Eckblad	What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out.
Investment Advisor September 2006 Angie Herbers	The Fast Track: Lead and Learn In building career tracks, owners must first be leaders. You'll benefit from following the three building blocks of leadership as you design and deliver a successful career track in your financial advisory firm.
Investment Advisor September 2006 Melanie Waddell	The Playing Field: Extending the Definition Some financial planners embrace a new asset class: a client's career.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Financial Planning July 1, 2013 Katie Kuehner-Hebert	Quitting Your Job? Create an Exit Strategy Advisors considering a change of venue need a game plan and a clear sense of who owns their client relationships.