Dr. Chien will interview Shine Lei, Ph.D., CFA, CFP®, on “How to Attract Women Clients?” on May 18, 2021, at 1:00 pm PST. Many financial planning practitioners like to work with women clients. As matter of fact, many planning firms are created by women and service only women. Women clients might be your target market. You […]
Dr. Chien will interview William C. Van Law III, CFP, on “How Should Advisors Leverage the Continuum of Business Models?” on May 04, 2021, at 1:00 pm PST. Businesses adapt and change over time from the giant Amazon to solo-entrepreneurs around the world. “Change” holds constant in the everyday environment. Why should financial planning practitioners consider changes […]
March 24, 2021 Linda Clayton has a mantra that she lives by when working with her students and her clients. It’s a line from a song called For Good by the Broadway musical Wicked and it goes like this, “Because I knew you, I have been changed for good.” After Clayton has worked with either […]
Dr. Chien will interview Professor Jason McCarley, on “Can Robo-Advisors Help Financial Planning Professionals?” on April 20, 2021, at 1:00 pm PST. The growth of FinTech helps both consumers and financial planning professions in many ways. Financial planning professionals established relationships and trust over time. They guide their clients through their financial journeys. The use of Robo-Advisor […]
Dr. Chien interviewed Derek J. Sensenig, MBA, CLU®, ChFC®, CFP®, RICP®, on “How Can Advisors improve Tele-Financial Planning?” on April 06, 2021, at 1:00 pm PST. The tele-financial planning (or virtual financial planning) practices is not new. However, the coronavirus pandemic came with the new normal of tele-financial planning. In this session, we will discuss […]
February 25, 2021 From air control to money control Parker Jackson is moving into a new career as a Certified Financial Planner. Graduating with his undergraduate degree from the United States Air Force Academy, Jackson has been an Officer in the Air Force for six years. His position is responsible for field operating satellites and […]
March 16, 2021 Why Post-Widowhood Marriage Exposes Those to Future Risk? When Dr. Kathleen Rehl’s husband died in 2007 she experienced widowhood for the first time. According to Dr. Rehl’s research, 70% of women will experience widowhood in their lifetime compared to 80% of men who die while married. What’s more, women living in poverty […]
March 11, 2021 How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning? Finances are an essential part of anyone’s life. For Julie Fortin, she fell in love with intimately working with others to help them make decisions about their finances. After earning her master’s degree and working in the institutional side of financial […]
February 16, 2021 How to Leverage COIs and Referrals to Grow Your Business? When Jennifer Bacarella went to college she was ready to become a CPA. She grew up loving money and being good with numbers knowing that was the path she wanted to pursue. But after spending time at an accounting internship during her […]
February 2, 2021 Lead Like an Ally Julie Kratz’s passion and calling in life is to help others with the often difficult conversation of diversity, equality, and inclusion, leading as an ally for others. Working in corporate America for 12 years while also earning an MBA, Kratz had the opportunity to help women leaders with […]
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