October 15, 2020 Kendyl Roundtree loves her job and helping others so much as a Certified Financial Planner that she genuinely feels she is not working! Roundtree is a well-accomplished young woman for her young age, working her way up the career ladder in financial planning. Roundtree went to Loyola Marymount University in Los Angeles […]
Tag: CFP (page 4 of 8)
Dr. Chien interviewed Jeremy D Witbeck, MBA, CFA, CFP® on “Year-End Investment Planning” on Dec 9, 2020, at 1:00pm PST. We could all agree that 2020 is an outlier year compared to the historical cycle. The new normal shapes our life going forward. In this session, we will discuss the following questions: Tax Code Refresher […]
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 […]
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 […]
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 […]
Why Should CFP Consider AFC Into Their Business Model? Sheena Parrish found her passion for financial counseling when living abroad in Germany with her husband. During her twenties, Parrish and her husband on active duty in the air force lived overseas in many countries. In fact, during a 14 year period, she moved seven times. […]
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 […]
August 27, 2020 John Thiel has three passions; financial planning, deepening his knowledge, and salsa dancing. His path to being a financial advisor at Private Ocean evolved when he started university. Thiel earned his bachelor’s degree in Business Administration with an emphasis in International Business at California State University of Sacramento. During this time, he […]
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 […]
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