Protecting Grandma From Elder Abuse
Imagine a broker driving an 83-year-old widow with Alzheimer's to local banks so that she can withdraw over $1 million from CDs.
A Tad Less Traditional
The credentials following Joshua Hatfield Charles’ name (CFP, ChFC, CLU, ADPA, CEP, CLTC) include the acronym for Accredited Domestic Partnership Advisor, testifying to the Rockville, Maryland, planner's focus on serving the lesbian, gay, bisexual and transgendered community.
Earning Credentials in LGBT Planning
What holds back same-sex couples with good incomes from working with financial planners?
Rainbow Warriors: Working With LGBT Clients
Investment Advisor’s February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
The CFT Training Process
Certified Financial Transitionist training offered through the Sudden Money Institute (SuddenMoney.com) consists of four parts, which can be completed together or individually
Gender and Change
In a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.
Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
The 7 Secrets of ‘Delightful’ Client Communication
Most of us haven't been taught how to explain, says Josh Braun, vice president of business development at digital agency Jellyvision.
Perking Up Your Presentations
Josh Braun, who wrote “The Art of Communication: How to Explain Complex Ideas in Simply Delightful Ways,” has uncovered several resources that can help advisors make their ideas connect with clients.