Category: Business Strategy (page 1 of 3)

How to Attract Women Clients? (05/18/21)

Dr. Chien will interview Shine Lei, Ph.D., CFA, CFP®, on “How to Attract Women Clients?” on May 18, 2021, at 1:00 pm PST. Many financial planning practitioners like to work with women clients. As matter of fact, many planning firms are created by women and service only women. Women clients might be your target market. You […]

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

Dr. Chien will interview William C. Van Law III, CFP, on “How Should Advisors Leverage the Continuum of Business Models?” on May 04, 2021, at 1:00 pm PST. Businesses adapt and change over time from the giant Amazon to solo-entrepreneurs around the world. “Change” holds constant in the everyday environment. Why should financial planning practitioners consider changes […]

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

Dr. Chien will interview Professor Jason McCarley, on “Can Robo-Advisors Help Financial Planning Professionals?” on April 20, 2021, at 1:00 pm PST. The growth of FinTech helps both consumers and financial planning professions in many ways. Financial planning professionals established relationships and trust over time. They guide their clients through their financial journeys. The use of Robo-Advisor […]

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

Dr. Chien interviewed Derek J. Sensenig, MBA, CLU®, ChFC®, CFP®, RICP®, on “How Can Advisors improve Tele-Financial Planning?” on April 06, 2021, at 1:00 pm PST. The tele-financial planning (or virtual financial planning) practices is not new. However, the coronavirus pandemic came with the new normal of tele-financial planning. In this session, we will discuss […]

How Can Interpersonal Neurobiology Be Integrated Into Financial Planning? (03/11/21)

  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 […]

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 […]

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