Chia-Li Chien, PhD, CFP®, PMP®

by Chia-Li Chien, PhD candidate, CFP®, PMP® Aug 09, 2018

There is uncertainty in the financial world, all potentially correlating with current administration policies. Dr. Traversky and Dr. Kahneman’s representativeness heuristics show that when people lack certainty, they exhibit unfavorable behaviors. Evan Beach, leveraged change from TCJA to grow business by providing seminars and webinars. A fictitious financial planning practice specializing in retirement demonstrates a similar approach. Instead of focusing on accounts they manage, Financial Planning professionals should look at statistics regarding other client assets provided by the author or others to educate their clients about retirement spending. Looking at success rates from other retirement asset strategies will help clients gain clarity and help the practitioner grow business through pull marketing.

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Chia-Li Chien

Assistant Professor and Director of Financial Planning Program at California Lutheran University School of Management

Chia-Li Chien, Ph.D., CFP®, PMP, is a Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase the equity value of their firms. Dr. Chien is also Assistant Professor and Director of the Financial Planning Program at California Lutheran University. She is the award-winning author of the books "Show Me the Money" and "Work Toward Reward." Dr. Chien can be reached at jolly@chialichien.com.

Latest posts by Chia-Li Chien (see all)

• Do-over Exit? - May 14, 2019
• The Future of Financial Advising - April 24, 2019
• Show Your Love in Social Security Claiming - April 23, 2019

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