Category: Business Strategy (page 1 of 3)

How to Leverage COIs and Referrals to Grow Your Business? (2/16/21)

Dr. Chien will interview Jennifer Bacarella, AIF, CWS, on “How to Leverage COIs and Referrals to Grow Your Business?” on February 16, 2021, at 1:00pm PST. Many matured financial planning or service practices spend a limited amount on their sales and marketing. They leverage the Center of Influences (COIs) and referrals as a way of marketing. In […]

Lead Like an Ally (02/02/21)

Dr. Chien will interview Julie Kratz on “Lead Like an Ally” on February 2, 2021, at 1:00 pm PST. Human Capital is not in any business’ balance sheet. Yet, Human Capital is the most important and valuable assets of any company. Financial Planning professionals are leaders in their firm as well as leaders to their clients.  In […]

2020 Year-End Tax Planning Opportunities

About the speakers: Hratch J Karakachian, CPA, ESQ, is a senior adjunct faculty member at California Lutheran University School of Management.  He has been teaching in the MBA in Financial Planning Program since 2013.  He has taught Principles of Estate Planning, Income Tax and Strategy, Managerial Accounting, and Foundations of Accounting and Finance courses. Hratch […]

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 […]

Why is Talent Management Important for Financial Planning Practices?

November 11, 2020 Why is Talent Management Important for Financial Planning Practices?     We all know the definition of talent and management, but what exactly does talent management mean? Vlad Vaiman explored this definition when opening his webinar interview with Dr. Chia-Li Chien. Essentially, talent management is a set of meaningful techniques. Vaiman explained there are […]

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 […]

Why Should CFP Consider AFC Into Their Business Model?

Why Should CFP Consider AFC Into Their Business Model?  Sheena Parrish found her passion for financial counseling when living abroad in Germany with her husband. During her twenties, Parrish and her husband on active duty in the air force lived overseas in many countries. In fact, during a 14 year period, she moved seven times. […]

What Should You Know About Asset Protection Trust

What Should You Know About Asset Protection Trust A Domestic Assets Protection Trust (“DAPT”) is an irrevocable trust which is generally formed as a defective grantor trust to benefit the trustor. A properly-structured DAPT shields trust assets from the claims of creditors of the trustor, making it a particularly attractive estate planning tool for business […]

A Niche with COIs

A Niche of CIOS Ever since Kathryn Courain was 6 years old she has loved horseriding. Growing up in Santa Barbara County, north of Los Angeles, she spent her childhood surrounding herself with horses. From a young age, she was taught the importance of discipline, structure, and initiated a competitive drive within herself.  Courain earned […]

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 […]

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