Tag: California Lutheran University (page 9 of 10)

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.

Advance Directives: A Practical Conversation Part 1 – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang talks about advance directives and why everyone should fill out this legal document.

Commission vs. Ethics (Fiduciary?) – Igor Zey

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

Blockchain and Cryptocurrency – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang blockchain, cryptocurrency, bitcoin and how technology is changing banking.

How To Create a High Performance Practice – Michael Prior, PhD

Michael Prior discusses technology and how to have high performance within a company.

What is a Buy-Sell Agreement? – John Thiel, CFP®

John Thiel discusses the buy-sell agreement, the importance of it and different situations where it should happen.

Persuasion vs. Manipulation Pt. 2 – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang discusses the power of persuasion and the different ways to persuade, in particular with when working with clients.

Persuasion vs. Manipulation Pt.1 – Jeffery Lang, PhD Candidate, MS, CFP®, ChFC, CLU

Jeffrey Lang discusses persuasion versus manipulation, and why communication is important relation to the workplace, in particular with when working with clients.

What is Social Security?

Learn what Social Security is, how it works and what is predicted for the future from a college student to another college student.

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