Stress Fracture: How to Save Your Relationship With Your Client
In your waiting room a client watches the TV tuned to CNBC, which shouts out good news—the Dow is up 300 points. Oddly, her stress level skyrockets. Why?
Young Guns: How to Keep Valuable New Employees for the Long Term
A recent story in the July/August issue of the Harvard Business Review received national attention.
4 Ways to Build Better Employees—and a Better Business
AdvisorOne contributor Angela Herbers delivered a presentation titled “P4—Building Great Businesses by Creating Great Employees” to an enthusiastic crowd at the 2012 FPA Retreat.
As with the rest of the country, the financial planning profession is graying, and the entrance of 20- and 30-something young professionals is causing a substantial shift in the makeup of the work force.
The Best and the Brightest
My duties as a part-time faculty member of Kansas State University’s CFP-registered financial planning program included taking a group of students to this year’s FPA “Experience” Conference in San Diego.
The Flip Side of the Social Network: Advisors’ Missteps Will Haunt Them
A warning: The way some experienced advisors treated students at FPA Experience 2011 proves that your words (and behavior) can hurt you, right now and in the future
Career Day: Why Can’t We Train Students to Be Good Employees?
When AdvisorOne Editor Jamie Green asked me to blog about careers in financial planning, I couldn't have been happier.
Catching Up With KSU's John Grable
For financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...
An Offer They Won't Refuse
I was recently asked to help create a survey for students at Kansas State University, to determine whether they'd be interested in using a financial...
The New Faces of Planning
Owen Malcolm remembers when he was first introduced to financial planning. He was sitting in the corner of an office quietly waiting for his parents...