Category: General Financial Planning (page 1 of 2)

How to Attract Women Clients? (05/18/21)

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 […]

Can Robo-Advisors Help Financial Planning Professionals? (4/20/21)

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 […]

How Can Advisors Improve Tele-Financial Planning? (04/06/21)

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 […]

California Lutheran University Financial Planning Featuring Parker Jackson

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 […]

How Can Interpersonal Neurobiology Be Integrated Into Financial Planning? (03/11/21)

  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 […]

What is International Financial Planning?

December 18, 2020 What is International Financial Planning?    As globalization becomes more apparent in our lives, there is an increase in the number of people moving around the world and owning properties in more than one country. We are all global citizens which means we have the ability to live where we choose, however, what […]

How to Counsel Clients Without Shaming Them?

How to Counsel Clients Without Shaming Them?    Dr. Ekta Kumar opened up the webinar by explaining the difference between the interchangeable words; shaming and guilt. Shaming she said is having a judgment on an individual. It can then be hard to make change happen when feeling overwhelmed with this emotion. For example, “I’m terrible at […]

How to Use Financial Counseling and Coaching Skills to Help Your Clients?

How to Use Financial Counseling and Coaching Skills to Help Your Clients?   Saundra Davis has spent her career helping others. Before working in financial planning, Davis spent 20 years working in nonprofits. It was there she realized the power in helping people who are less fortunate to go to college, have a home, and get […]

Planning in a Pandemic: What Your Clients Should Do Now?

Discussion topics will include strategies that enable clients to take advantage of the current depressed asset values and low rates, the value of growth of assets outside of the federal and state (if applicable) estate tax, the benefit of paying taxes on behalf of a grantor trust and implementation considerations when making the gift. Key […]

NAIFA LA: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size

NAIFA LA Meeting: Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size The owner’s financial service business is required to meet industry compliance, as well as the owner’s retirement, needs to exit successfully. To do so, they often rely on appraisers or financial intermediaries to facilitate the exit or succession transition. The […]

Older posts