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Financial Planning August 1, 2012 Scott Wenger	The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is.
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 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 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 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 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.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
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 October 1, 2011 Scott Wenger	Due Influence The winners and runners-up of this year's Financial Planning Influencer Awards (p. 66) are proof that the industry is awash in innovative ideas to attract clients, build - and protect - client assets and practice profits, and guide the careers of younger advisors.
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 August 1, 2011 Jim Grote	Giving Back The Foundation for Financial Planning is a nonprofit organization with a mission to provide financial planning services to lower-income families and individuals in crisis situations.
Investment Advisor September 2007	Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc.
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.
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 Advisor November 2007 Karen DeMasters	Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice.
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 January 1, 2013 John E. Grable	Financial Planning for All: An Insurance Solution A modest AUM tax could make financial planning available to all American families.
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.
BusinessWeek December 10, 2009 Marshall & Kelly Goldsmith	How Adults Achieve Happiness The results of a new survey on satisfaction -- at home and at work -- may surprise you.
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.
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 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.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
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 November 2010 Jeff Schlegel	The Price Is Right Advisory firms and the quest for proper compensation.
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 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 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 January 1, 2012 Scott Wenger	Learn from the Leaders A quick guide to several articles about RIA leaders and details about the industry.
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 July 1, 2012 Scott Wenger	Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP.
Investment Advisor June 2008	Planning for Those in Real Need Millions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are the people helped by the Foundation for Financial Planning.
Investment Advisor October 2010 Angela Herbers	When You Pay Too Much One of my current clients is so insecure about losing his employees that he constantly gives them unwarranted raises, for no good reason
Investment Advisor May 2006 Bob Clark	Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell.
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 October 2010 Karen Demasters	Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help.
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 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 February 1, 2012 Scott Wenger	Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.
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.
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.
Registered Rep. September 29, 2011 Jerry Gleeson	Financial Planners Broaden National Pro-Bono Outreach As Americans continue to struggle with finances, a consortium of financial planners will sharply broaden an annual outreach next month to consumers looking for free professional advice.
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 November 1, 2008	Letters to the Editor Letters to the Editor: Boring articles...
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.
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, 2006 Elizabeth O'Brien	The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses.
Financial Planning April 1, 2012 Scott Wenger	Retirement Reality In our special report on retirement solutions, Financial Planning senior editor Ann Marsh found that many planners are spending time coaxing and coaching fearful clients into taking on the appropriate amount of risk.
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 December 1, 2005 Marshall Eckblad	Bookshelf Your Client's Story: Know Your Clients and the Rest Will Follow by Scott West and Mitch Anthony shows how financial planners who take the time to learn prospects' life stories will make clients for life.