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Financial Planning

How and Why You Should Manage Your Client's Team

The professionals who hold documents and information necessary to complete in-depth analyses and develop a comprehensive financial plan make up your client’s “team.” These...

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Financial Planning

Helping the "Sandwich Generation" Plan for Two Retirements

Americans are living longer than in past centuries. A 2010 study conducted by the Stanford Center on Longevity found that the number of Americans age 65 and over will double...

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Financial Planning

Exceed Your Clients' Expectations as a Chartered Financial Consultant®

Successful financial advisors have mastered the fine art of balancing unique expectations across a diverse client base. The larger your client portfolio, the more personalities...

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Financial Planning

Overcome Robo-advisors with the ChFC® and RICP®

While 2008 will forever be remembered as the start of a terrifying financial downturn, it also marked the introduction of robo-advisors to the financial market. Growing in...

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Financial Planning

Embracing Heir, Millennial and Robo-advisor Opportunities

Investors want a leader, but not the stereotypical kind, reports Money magazine. Citing a 2014 study by the Financial Planning Association, almost 90 percent of clients want...

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Financial Planning

Blended Families: The Modern Need for Modern Financial Advisors

So-called "modern families," which include blended, same-sex, and multigenerational households are "nearly as common as 'traditional' families with a heterosexual couple and...

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Financial Planning

Get Ready for the Next CFP® Board Exam

Successful completion of the CFP® Certification Exam is a major milestone in any financial advisor's career. Achieving this designation signifies to fellow professionals and...

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Financial Planning

Reach Higher - Become a Chartered Financial Consultant®

For financial consultants, ongoing training and deeper knowledge make you an expert in the field. Becoming a Chartered Financial Consultant® (ChFC®) is an ideal way to not only...

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Financial Planning

Seven Areas of Expertise You Will Gain With a CFP® Designation

Pursuing your CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a proven way to gain specialized knowledge in key areas of financial planning and also elevate your practice....

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