How financial planning saves advisors from themselves
By Bob ClarkHow the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 24, 2014
SEC Wants Exchange-Traded Funds to Be Easy to TradeAn efficient-markets-fundamentalism model of the SEC is actually pretty good for predicting what the SEC will do. Except about insider trading, I guess.
October 23, 2014
End the ChFC vs. CFP War: An open letter to The American CollegeThe American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
October 23, 2014
4 ways to hire & get the most from a financial professionalBefore Americans can fix their retirement savings problems, they need to build a relationship with a great advisor. Here's how.
October 23, 2014
How are you using your time? A guide to improving time managementAre you a morning person or a night owl? Are you pushing off tasks that required the most creativity until the later hours in the day?
October 23, 2014
How are you using your time? A guide to improving time managementAre you a morning person or a night owl? Are you pushing off tasks that required the most creativity until the later hours in the day?
October 23, 2014
Why you shouldn't push whole lifeFor the huge majority of the population, whole life doesn't make much sense.
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