Category: Business Strategy (page 1 of 3)

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 […]

How to Attract Women Clients?

 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 […]

How Should Advisors Leverage the Continuum of Business Models? (05/04/21)

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 […]

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 […]

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

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 […]

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 Leverage COIs and Referrals to Grow Your Business?

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 […]

Lead Like an Ally

February 2,  2021 Lead Like an Ally    Julie Kratz’s passion and calling in life is to help others with the often difficult conversation of diversity, equality, and inclusion, leading as an ally for others. Working in corporate America for 12 years while also earning an MBA, Kratz had the opportunity to help women leaders with […]

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 […]

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