Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
Leading With Flair
Don’t even think of typecasting or pigeonholing Angela Graham-West. The university professor-turned-financial advisor fits no mold whatsoever.
NAPFA Elects Linda Leitz as National Chairwoman
NAPFA tapped Leitz earlier than usual in the group's election cycle to add "continuity of leadership" as the group brings on a new CEO later in 2013.
Best Way to Recruit Young Advisors: Teach a Class
By helping in a local college’s financial planning program, you’ll understand the younger generation better, become a better employer and maybe find new employees
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