Managing
Are You A Generalist Or A Specialist?
- Details Category: Practice Management
In the financial planning and wealth management world there often is confusion about what role you're playing with your clients. Sometimes you might be a generalist where you're helping your clients think holistically about their life. Other times you might be helping your clients dig deep on a particular topic like buying insurance or putting together an investment portfolio.
How To Become A Success: The Big Picture Over The Long Term
- Details Category: Personal Development
I had a conversation with one of my long term coaching clients who was preparing to give a presentation to an industry group. Her topic was to give some wisdom on how she had become so successful in her 30 years in the business. It went something like this;
No, I'm Not Inciting Fear; Fee Compression Exists And The Reaction To Yesterday’s Webinar Proves Advisors Want Help Addressing It
- Details Category: Practice Management
Panel discussions at conferences are usually a bore because no one takes full responsibility for making the session a success or everyone wants to plug their idea. But a funny thing happened at Friday’s webinar about fee compression. It helped a bunch of people and was well-received.
All user reviews were positive. Not a single negative comment!
Inventive Responses To Fee Compression From Five Practitioners
- Details Category: Practice Management
With fee compression a growing concern, how are financial advisors fighting back? That’s the topic for tomorrow’s webinar, which is the first in a series of Practitioner Forums aimed at sharing innovative ideas about practice management.
New business models are evolving, and new platforms for financial advising systematically are being enabled by the Web. Proactive advice systems are emerging that will alter how advisors compete. Meanwhile, modes of compensation are changing in important new ways as fee compression grows more widespread.
The five panelists at Fr
Are Advisors Able To Adhere To The CFP Board’s Fiduciary Standard?
- Details Category: Practice Management
The battle of the words continues. Kevin R. Keller, the CEO of the Certified Financial Planner Board of Standards Inc., this week posted on the Wall Street Journal’s website a rebuttal to Allan S. Roth, CFP, who earlier posted a blog expressing doubts about the CFP Board’s fiduciary standard of care and the CFP Board’s enforcement process. Andy Gluck last week wrote about Roth’s blog post.
My interest, however, is less about whether the CFP Board’s fiduciary standard is a joke and more about whether advisers who hold the CFP designation and who work with or for fu
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