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Financial Planning August 1, 2009 Karen Lee	A Fine Line If we really want to serve our clients, we have to be willing to dig a little deeper. We must be ready to go beyond the facts and numbers, into our clients' psychology about money, to give them a fighting chance at financial success.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
Financial Planning April 1, 2005 Donald Jay Korn	The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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 November 1, 2005 Suzanne McGee	Why Can't We Be Friends? You socialize with your financial advisory clients. You know their dreams, fears and bad habits. How do you draw a professional line?
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 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 March 1, 2005 Janet Aschkenasy	The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age.
Financial Planning October 2, 2007 Elizabeth O'Brien	A Dynasty of One's Own When family wealth comes from a family business, the planning can get personal. Here's what financial advisors need to know.
Financial Planning September 1, 2006 Joan Warner	Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it.
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
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.
Financial Planning January 1, 2011 Ingrid Case	Fading Minds In the best circumstances, families tell planners when an older person is no longer able to make independent financial decisions.
Financial Planning October 1, 2006 Suzanne McGee	Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt?
Financial Planning July 1, 2011 Suzanne Sataline	Code Blue? Many financial planners say their physician clients are fretting that they won't have enough money saved to retire on schedule, and that their savings won't hold through their elderly years.
Financial Planning July 1, 2012 Ann Marsh	Think Small to Land Big Advising clients about their small businesses is not for the control freak, the timid or the egocentric. But for planners who venture into this terrain, working with entrepreneurs may provide some of the most satisfying experiences - financially and emotionally - of their careers.
Financial Planning September 1, 2012 Miriam Rozen	Financial Planners Need to Learn to Deal With Clients Who Can Be Rigid in Their Ways Some people who seek the help of a planner have rigid ideas that clash with their advisor's approach.
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 Advisor February 2, 2009 Mary Rowland	A One-Man Band For Stanley Breitbard, one of the 55 planners discussed in the author's book Best Practices for Financial Advisors, financial planning was a logical progression from his B.A. in English literature and his MBA.
Financial Planning September 1, 2013 Christine Fahlund	Smart Ways to Talk About Retirement & Social Security Use these concepts to frame conversations with your clients.
Financial Planning November 1, 2012 Miriam Rozen	The Dreaded Question: Do You Have Long-Term Care Insurance For some planners, there is nothing more difficult to answer than, Do you have long-term care insurance?
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 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 Planning October 1, 2012 Miriam Rozen	The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness A financial planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.
Job Journal February 20, 2005 Julia Hollister	Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance.
Financial Planning August 1, 2006 Suzanne McGee	Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict.
Financial Planning April 1, 2005 Lauren Barack	2015: The Social Security Question Financial planners believe that privatizing Social Security will create more work, with little payoff for them or their clients. Assessing a client's risk tolerance for their retirement accounts is one thing. Assessing that tolerance against their Social Security income is another.
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.
Financial Planning October 1, 2012 Scott Wenger	Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
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, 2011 Temma Ehrenfeld	Know Thyself, Know Thy Client Financial planners must be comfortable with emotions and know their clients well.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
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 February 1, 2006 Suzanne McGee	Expect the Unexpected Of course, financial planners help their clients understand and manage risk. But sometimes, the unknown is unforeseeable.
Financial Planning April 1, 2005 Mitchell Rose	Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur.
Financial Planning January 1, 2009 Jeanne Lee	More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios.
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Planning February 1, 2007 Sherrill St. Germain	Your Client's New Career Rather than retire, more and more clients want to downshift into more satisfying, if less lucrative, jobs. Those planners who are willing to rethink some long-held assumptions will be well positioned to counsel these clients through this challenging but rewarding journey.
Financial Advisor June 2005 Roy Diliberto & Mitch Anthony	A Practice You Can Live With Don't let your financial advisory business become your master.
BusinessWeek March 5, 2009 Chris Farrell	Financial Planners on the Couch Clients need support -- but so do unnerved advisers.
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.
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 April 1, 2005 Pat Olsen	2010: The Technology You'll Use Financial planners will have a future of aggregated accounts, wireless communications, and instant messaging with clients.
Financial Planning April 1, 2008 David E. Adler	Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves.
Financial Planning April 1, 2005 Donald Jay Korn	2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.
Financial Planning April 1, 2005 Neil A. O'Hara	2010: What You'll Be Selling When the baby boomers start to reach retirement age, they will switch from accumulating assets to living off their capital. That change will force boomers to reassess their financial positions and presents a big opportunity to the planning industry.
Financial Planning April 1, 2005 Donald Jay Korn	2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business.
Financial Planning August 1, 2009 Deena Katz	Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product.