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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?
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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.
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 February 1, 2006 Marshall Eckblad	Bookshelf: The Number For planners, the magic of The Number: A Completely Different Way to Think About the Rest of Your Life, by Lee Eisenberg, is its refusal to become a self-help book about retirement and financial planning.
Financial Planning April 1, 2006 Marie Swift	What's My Line? Although some financial advisors see the elevator speech as a cheap marketing trick, developing one can be a useful exercise because it forces you to identify and concisely articulate your distinct value to your client.
Financial Planning April 1, 2006 Marshall Eckblad	Bookshelf: Build a 401(k) Business Planners looking to grow their small-business clientele will find How to Build a Successful 401(k) and Retirement Plan Advisory Business especially valuable as a step-by-step introduction to the market.
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 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 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 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 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 April 1, 2006 Michael E. Kitces	Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees?
Financial Planning April 1, 2013 Miriam Rozen	Where the CFPs Are Now Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.
Financial Planning December 1, 2005 Kathy Gevlin	See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs.
Investment Advisor September 2005 Joni Youngwirth	Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients.
Financial Planning March 1, 2005 Jennifer A. Liptow	Bookshelf Written for experienced planners as well as new practitioners needing guidance in developing their businesses, Tools & Techniques of Practice Management, by Joel Bruckenstein and David Drucker covers a range of topics in the practice management arena.
Financial Planning June 1, 2005 Pat Olsen	Talking Points When forced to see themselves as strangers do, financial professionals are often shocked to learn they aren't nearly as friendly, clear, or charming as they'd like to believe. Video can help you impress your financial advisory clients who want to put their money where your mouth is.
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.
Investment Advisor September 2006	Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life.
Financial Planning August 1, 2006 Elizabeth O'Brien	White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers.
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 Planning April 1, 2005 Jeffrey H. Rattiner	Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how.
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 Advisor June 2009 Roy Diliberto	Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees.
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 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 January 1, 2006 Michael B. Horwitz	Tell Them More Potential financial planning clients are asking questions, but are they the right ones? If prospects wanted to go beyond the standard questions and our stock replies, what would they ask to get a real inside look at our businesses? Here are some possible questions.
Financial Planning June 1, 2005 Pamela Black	Bookshelf Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice, by Ron Carson and Steve Sanduski is full of inspirational quotes and anecdotes, worksheets, and action steps.
Financial Advisor November 2009 Mitch Anthony	A Promise We Can Keep The Return On Life value proposition tells clients you will help them get the most from the money they have.
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.
Financial Planning October 1, 2011 Martha C. White	Breaking News When Rich Arzaga decided nearly five years ago he needed to boost his brand image and increase exposure to prospective clients, a weekly e-newsletter was just the ticket.
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 Advisor December 2009 Mitch Anthony	The Next Generation Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.
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 November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
Financial Planning December 1, 2008 John E. Girouard	Life Goals Making clients uncomfortable enough to talk about themselves in an honest way is how you build trust, which leads to comfort, which leads to loyalty.
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.
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.
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 Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
Investment Advisor May 2006 Angie Herbers	The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen.
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.
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Financial Planning November 1, 2010 Carl Richards	What I Am Real financial planning is about conversations. Smarter conversations. Meaningful conversations. It is about guiding people through the process of aligning their use of capital with their values.
Investment Advisor September 2006 Melanie Waddell	The Playing Field: Extending the Definition Some financial planners embrace a new asset class: a client's career.
U.S. CPSC April 24, 2002	Power Saving Devices Recalled by Coast Energy Management The Power Planner is a device connected between motorized appliances and wall outlets that is intended to save electricity. These Power Planners have reversed polarity, posing a shock hazard to consumers...
Financial Planning October 1, 2012 Tyler V. Cook	Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.
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.
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.