Financial Planning
Fee-Only Advisors and Insurance Agents – Perfect Together (goAudio)
Professional relationships between fee-only CFP®s and commission-based insurance producers offer mutually beneficial opportunities, added value that extends to their clients. A successful career in the insurance business can be very lucrative, but success often depends on the agent’s ability to develop “centers of influence,” people willing to personally refer clients to the agent. For fee-only [...]
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Financial Planning
Financial Gerontology: Lessons—Past, Present, and Future (Journal Article)
This article appeared in the March 2021 Journal of Financial Service Professionals.
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Financial advisors have clients who are saving for college, but has the family discussed with their student what their family philosophy is for paying for school? Do the parents even know? In other words, who has “skin in the game” and how do they define “skin?” This presentation is designed to help advisors understand all [...]
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Financial Planning
By clicking "Buy Now" you will be redirected to A.D. Banker to complete your purchase. You will be prompted to select your resident license state and course type (continuing education) to determine courses and formats available in your state.
Financial Planning
This article appeared in the November 2020 Journal of Financial Service Professionals.
Financial Planning
Gather Your Crowd: A Guide to Equity Crowdfunding (Journal Article)
This article appeared in the March 2021 Journal of Financial Service Professionals.
Financial Planning
Getting beyond the Financial Markets to Personal Meaning (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
This article appeared in the March 2021 Journal of Financial Service Professionals.
Financial Planning
This article appeared in the March 2020 Journal of Financial Service Professionals.