Category: Facilitate Change

Hyflex Teaching Best Practice

April 29, 2021 HYFLEX TEACHING BEST PRACTICE     The hyflex teaching model allows some to work remotely while others can work face-to-face, explained California Lutheran University professor Dr. Sharla Berry. Dr. Berry is an online learning expert who has been published in multiple top-tier research publications. After a year of online teaching and online meetings, the […]

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

April 20, 2021 CAN ROBO-ADVISORS HELP FINANCIAL PLANNING PROFESSIONALS?   Since the beginning of the pandemic, technology has progressed rapidly allowing adjustment to living and working at home. Still relatively new to the industry robo-advising is also progressing rapidly.  In June 2019, Vanguard’s robo-advisor managed a total of $140 billion and over 10 billion U.S. dollars […]

Why Post-Widowhood Marriage Exposes Those to Future Risk?

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 […]

How Can Interpersonal Neurobiology Be Integrated Into Financial Planning?

  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 […]

How to Enhance a Diverse Environment to Grow Your Practice?

How to Enhance a Diverse Environment to Grow Your Practice  Diversity has been an important topic this year, but how do you define diversity and what does it mean? Dr. Daralee Barbera is a professor, professional business coach, consultant, speaker, and author with an EdD in Leadership and Organizational Change from the University of Southern […]

How to Use Effective Communication to Lead Clients?

How to Use Financial Counseling and Coaching Skills to Help Your Clients?   Failure scares many of us, if not all of us in some way. Whether it is something big like not achieving our dream job or something small like undercooking a chocolate birthday cake. Carrie Beckstrom, an expert in communicating and the CEO of […]

Why Should Business Owners Consider Section 1202

Why Should Business Owners Consider Section 1202  What is Section 1202? The Qualified Small Business Stock (“QSBS”) gains exclusion is known as Internal Revenue Code Section 1202. Section 1202 allows a portion or 100% eligible capital gains from QSBS to be excluded from federal income tax. The exclusion applies only to QSBS held for more […]

A Niche practice of “Family Office” by Elizabeth Campana, CFP®

A Niche Practice of “Family Office” by Elizabeth Campana  Elizabeth Campana’s career paths demonstrate how the financial industry is a flexible field with various areas within it to work in. Her career story also shows how there are multiple ways to transition within the industry including into her current field of work- single-family office.  After […]