What Is Money, and Why Is Europe So Messed Up?
What is money? No, not the hopes, aspirations and goals we attribute to money. What is money itself, the physical property?
Tarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.
FPA Presents 2008 P. Kemp Fain Jr. Award to Don Pitti
The Financial Planning Association has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award.
I just got back from the FPA NexGen conference at St. John's College outside of Minneapolis and it was great. I couldn't get over how...
"...we are on the brink of a revolution in the financial planning industry. This sea change is being led by a successful financial planner who...
A New Consultative Model
As the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...
A while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...