Category: Communication (page 1 of 2)

Integrating Interpersonal Neurobiology into Financial Planning with Julie Fortin, CFP®, FBS®, CeFT® (10/05/2021-Canceled)

Due to an unforeseen situation, our guest  Julie Fortin, CFP®, FBS®, CeFT® canceled this interview on Oct. 5, 2021, at 2:00 PM PDT. We sincerely apology the inconvenience. We will re-schedule Dr. Chien to interview Julie Fortin, CFP®, FBS®, CeFT®, on “Integrating Interpersonal Neurobiology into Financial Planning” in Spring 2022. Guest: Julie Fortin, CFP®, FBS®, CeFT®, is a Partner and […]

Applying Financial Behaviors to Build Your Wealth with Joel Franks (09/21/2021)

Dr. Chia-Li Chien, CFP, PMP interviewed Joel Franks, on “Applying Financial Behaviors to Build Your Wealth” on Sept 21, 2021, at 2:00 PM PDT. From consumers to financial planning practitioners, everyone needs to understand what financial behaviors are. However, very few know how to apply them when working with clients. In this interview, Dr. Chien […]

Sell with Emotion Through Social Media with Sarah E. Williams (09/07/2021)

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 […]

California Lutheran University Financial Planning Featuring Student Don Padilla

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 […]

California Lutheran University Financial Planning Featuring Student Anne Wittig

July 19, 2021 When Anne Wittig was in second grade, her father taught her sister and herself how to budget. This is a skill that Wittig used as an undergraduate at college and the jobs that followed. “I learned how much of a privilege it was. I saw friends and co-workers struggling to try to […]

California Lutheran University Financial Planning Featuring Faculty Saundra Davis MS, FFC®, FBS®

Professor Saundra Davis is a life-long learner. Having joined the Navy straight out of high school, Davis went to community college later in life to further her education. Her mentor, Doris Holmes, told her that there are no shortcuts to getting what you want and helped her get a scholarship to Golden Gate University, a […]

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 […]

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 […]

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