Practice Management
Fiduciary Standard for All CFP® Professionals—A Half-Century Journey (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
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Practice Management
Program Overview In the midst of our ever-changing industry, distractions abound. Whether it’s uncertainty about the political and economic climate, new regulations, or client expectations, distractions can rob you of your valuable time, energy, and emotion. They can easily derail you from performing at your best and building the business you want. Combining his experience [...]
Practice Management
Generating Qualified Prospects: From Scratching Heads to Daily Hugs of Joy (FSPgo On-Demand Webinar)
No one likes making cold calls. It’s time-consuming and takes you away from what you do best. In this webinar, we’ll discuss concrete ways you can tap into cutting-edge marketing and sales tactics to bring qualified prospects to you. Print advertising and direct mail are largely ineffective and expensive. If you’re not taking advantage of [...]
Practice Management
In the Client’s Best Interest: Regulatory and Ethical Concerns (Journal Article)
This article appeared in the March 2020 Journal of Financial Service Professionals.
Life Insurance & Annuities
In the Client’s Best Interest: Regulatory and Ethical Concerns (goAudio)
What do New York, Massachusetts, New Jersey, and California have in common? Politically, they’re typically “blue states.” In financial services, they account for 25 percent of insurance premiums in the United States. These are also the states having already adopted (New York and New Jersey) or are likely next in line to adopt laws requiring [...]
Life Insurance & Annuities
This article appeared in the September 2019 Journal of Financial Service Professionals.
Practice Management
Is that Retirement Calculator Right for Your Client? (Journal Article)
This article appeared in the September 2018 Journal of Financial Service Professionals.
Accounting & Tax Planning
Journal of Financial Service Professionals (1 Year Subscription)
The Journal of Financial Service Professionals is one of the oldest and most prestigious journals in the financial planning field. From its roots in insurance, pensions, and estate planning, the Journal has evolved into a vehicle for groundbreaking applied research on topics of concern to the holistic financial planner. It is a blind peer-reviewed journal with a competitive nature [...]
Practice Management
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Life Insurance & Annuities
Life Insurance Policy Reviews from a Planner’s Perspective (Journal Article)
This article appeared in the May 2020 Journal of Financial Service Professionals.
Practice Management
This article appeared in the March 2020 Journal of Financial Service Professionals.