Dr. Kumar discusses the art of counseling clients without shaming them. Dr. Kumar emphasizes the distinction between shaming and guilt, highlighting how shaming involves judgment while guilt pertains to behavior. When clients experience shame, advisors should respond with empathy, acknowledging their feelings while emphasizing collaboration in developing a financial plan. With the shift to virtual meetings, […]

VP Marketing Communications Expert, Sarah E. Williams, teaches financial advisors how to harness the power of social media to attract clients and grow their business. Key takeaways include: Finding the right social media platforms for your financial planning practice. Staying compliant with social media regulations while promoting your services. Using emotional triggers to connect with […]

Dr. Daralee Barbera, a financial advisor expert, discusses diversity and its importance in growing your practice. Diversity encompasses various demographics like race, ethnicity, and age. A diverse practice allows clients to feel welcome and see themselves reflected in the team. Barbera emphasizes understanding the client. This involves active listening, focusing on the client’s needs, and […]

What is International Planning? Part 1 What is International Planning? Part 2 Dr. Chia-Li Chien interviewed Ashley Murphy, a tri-citizen of the USA, Australia, and the UK. He explains his many years of experience moving across multiple countries. However, no one talks about the finances, and insurance involved when moving permanently to a new country. His […]

Why you should consider using a trust company to manage your assets? Part 1 Why you should consider using a trust company to manage your assets? Part 2 Dr. Chien interviewed Eric W. Cosentino, CTFA who helps us better understand and serve our clients in understanding of what trust companies do and how to communicate […]

Navigate Important Financial Decisions for Retirement Part 1 Navigate Important Financial Decisions for Retirement Part 2 Dr. Wade Pfau, a renowned financial expert, explores vital retirement decisions in the webinar “Navigate Important Financial Decisions for Retirement”. Recognizing retirement as a crucial life stage with significant financial needs, Dr. Pfau focused on guiding clients through key […]

How Should Advisors Leverage the Continuum of Business Models Part 1 How Should Advisors Leverage the Continuum of Business Models Part 2 William C. Van Law III’s career journey, from junior advisor to executive, highlights the importance of adaptability and finding the right fit. He emphasizes seeking mentors and actively building valuable relationships.Business models in […]

What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP(R), CeFT(R) Part 1   What Matters the Most? with Kathleen M. Rehl, Ph.D., CFP(R), CeFT(R) Part 2 Dr. Chien interviewed Kathleen M. Rehl, Ph.D., CFP®, CeFT®, on “What Matters the Most? Help Your Clients Write Legacy Letters for Family and Friends” on Nov. 09, 2021, […]

Dr. Chia-Li Chien, CFP, PMP interviewed Joel Franks, on “Applying Financial Behaviors to Build Your Wealth” on Sept 21, 2021, at 2:00 PM PDT. From consumers to financial planning practitioners, everyone needs to understand what financial behaviors are. However, very few know how to apply them when working with clients. In this interview, Dr. Chien […]