Personal Development

Go For The Flow

My firm has embarked on a rather nebulous goal for his year: flow. Defining "flow" is difficult because it is more of a feeling than a quantifiable benchmark.

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A CFP® Tool That Makes The Fiduciary Rule No Problem

The ethics course that CFPs® must take every two years is a great way for professional financial planners to demonstrate their understanding and adherence to the core fiduciary responsibilities that we have to our clients. According to the CFP Board, “The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.” In the ethics course that I teach on Advisors4Advisors site (two hours of CFP Board CE credit), I focus on the six principles to which CFP® practitioners must adher

Advisors Don’t Use The Tech Tools They’re Paying For

Advisors don’t use the tech tools they’re paying for. Here’s proof. Of advisors using Office 365 and attending this month’s “Office 365 For Advisors” webinar, just 14% use OneNote.  Admittedly the findings are based on a small sampling, but they confirm what I’ve suspected for years: Advisors are not just slow-adopters, they don’t spend time on anything that distracts them from being with clients. Successful financial professionals are coached to delegate tech tasks. You’ve been told that learning how to use OneNote is not t

Face Of America 2015

I didn’t know exactly what I had signed up for. I knew I was riding 110 miles over two days with injured U.S. veterans. But I didn’t understand why a bike ride was called “Face of America.” Nor did I understand why was I raising money for something as frivolous as a cycling event when soldiers who had lost limbs for our nation needed help with activities for daily life. Now I understand.   Last weekend, about 600 of us pedaled from Arlington National Cemetery in Virginia to the battlefields of Gettysburg, Pennsylvania -- 130 injured veterans riding recumbents

45 Seconds With Robert Keebler On The Financial Advisor Of The Future

Robert Keebler, one of the nation's leading tax policy experts, educates financial professionals on tax monthly on A4A. In this 45 second clip, from a one-hour session entitled, 2015 Tax Traps, Tips, And Tricks For Investment Advisers, Keebler says financial professionals of the future are going to need to know about issues like the portability of the estate tax exemption. Keebler says he's seeing increasing demand for financial advisors to possess this kind of technical tax knowledge.