Category: Communication (page 1 of 2)

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 […]

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 […]

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 to Counsel Clients Without Shaming Them?

How to Counsel Clients Without Shaming Them?    Dr. Ekta Kumar opened up the webinar by explaining the difference between the interchangeable words; shaming and guilt. Shaming she said is having a judgment on an individual. It can then be hard to make change happen when feeling overwhelmed with this emotion. For example, “I’m terrible at […]

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 […]

How to Use Financial Counseling and Coaching Skills to Help Your Clients?

How to Use Financial Counseling and Coaching Skills to Help Your Clients?   Saundra Davis has spent her career helping others. Before working in financial planning, Davis spent 20 years working in nonprofits. It was there she realized the power in helping people who are less fortunate to go to college, have a home, and get […]

How to Leverage FinTech in Your Firm? – Jeffrey Lang, PhD candidate, MS, CFP®

Jeffrey Lang discusses the use of financial technology and the development of it in the financial workplace.

Decipher™ : Discover How you Think About Money – Linda Clayton, MBA, CFP®

Linda Clayton talks about a new software called Decipher, helping CFP’s understand clients.

Commission vs. Ethics (Fiduciary?) – Igor Zey

Igor Zey discusses commissions in the workplace, whether it is ethical or not, and fiduciaries.

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