Industry
Third Research Magazine Preview Focuses On Implementing Listening And Communication Skills
The third in the preview of Research Magazine’s February issue is by Bill Good and talks about a new book just out on the secrets of excellent communication.
Good’s article is more than just a book review. It offers tips on how to implement what’s in the book.
CFP Board Announces Chair Appointments To Disciplinary And Ethics Commission, Advisory Councils
Certified Financial Planner Board of Standards, Inc. (CFP Board) yesterday announced the appointments of 2013 Chairs to the Disciplinary and Ethics Commission, Public Policy Council, Council on Education and Council on Examinations.
Advisor One Offers Preview Into February Issue Of Research Magazine On Topics Including The Value Advisors Bring To Clients; A4A Will Review Them Over The Course Of The Week
Advisor One recently offered an interesting glimpse into Research Magazine’s upcoming February issue.
This week, we’ll take a look at some of the topics covered and offer a few additional thoughts on the focus of the issue as well as tips for assimilating the unformation into your own practice.
Today, we'll look at the value advisors bring to their clients.
Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference
With AICPA saying 1,100 advisors attended its financial planning conference this past week, the importance of CPA financial planners to the financial planning profession is self-evident, as is the unrealistic and ill-advised position of the Financial Planning Coalition on how best to protect consumers and regulate the financial advice business.
Digging Deeper Into The Recent IPI Report Reveals Hidden Industry Issues Affecting Clients Of All Asset Levels
The recent study from the Institute of Private Investors (IPI) was quite revealing of the investment trends and attitudes toward advisor relationships by the ultra-wealthy.
The main takeaway from a media perspective is that, to attract these clients, advisors need to make them partners in the asset management process. This is something many advisors are reticent to do with clients at any asset level.
More Articles ...
- Series Of Four Reports Ques Advisors On How To Adapt Businesses And Interact With The Futurewealthy; Second In Series Reveals Communication Age
- CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary
- Two RIAs Merge, Creating New Firm With Over $4.3 Billion In Assets Under Management
- For CFPs To Be Regarded And Regulated As Professionals, Financial Planning Coalition Must Build Bridges, Not Walls; CFP Alignment With CFAs, CPAs, CPWAs Is In Consumers’ Best Interest
