Megan Duarte’s passion is helping clients with their financial needs while assisting them with their financial goals. While studying for her MS in Financial Planning, Duarte had the opportunity to work with her father at Ameriprise Financial Services, LLC. She spent time advising clients on reaching their financial goals within their specific time horizons. Her […]
Category: Business Model (page 1 of 3)
Dr. Chia-Li Chien, CFP, PMP, interviewed Sarah E. Williams, on “Sell with Emotion Through Social Media” on Sept 07, 2021, at 2:00 PM PDT. Peer-influencing has dominated how consumers seek advice. Many financial planning practitioners navigate popular social media platforms with compliance guards. Ms. Williams will share with us how to best leverage social media platforms with […]
Don Padilla started his career in insurance and financial services, pivoting to the world of sports and entertainment management. Padilla is CEO of MVP Sports & Entertainment Management in Los Angeles. Ten years ago, he started his MBA at California Lutheran University and passed his CFP®in 2014. Returning to His MBA Fast forward to the […]
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 […]
May 18, 2021 How to Attract Women Clients? Dr. Shine Lei is one of few individuals to have a CFP ® certification in both the U.S. and China. In the webinar, “How to Attract Women Clients?” Dr. Lei shares her research and insight on working with women clients. Her career began as a trained […]
May 4, 2021 How Should Advisors Leverage the Continuum of Business Models? William C. Van Law III fell into a career of financial planning by tagging along to roommates interview during university and by walking out hired for the job. In his webinar interview, “How Should Advisors Leverage the Continuum of Business Models?”, Van Law […]
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 […]
April 6, 2021 How Can Advisors Improve Tele-Financial Planning? Before becoming a financial planner, Derek Sensenig was a military training instructor. Unsure what career to pursue, Sensenig put himself out into the world and rapidly networked with those he met through varying opportunities. It was then he found a job at a bank through a […]
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 […]
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