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 […]
Tag: Chia-Li Chien (page 3 of 4)
May 4, 2021 How Should Advisors Leverage the Continuum of Business Models? William C. Van Law III fell into a career of financial planning by tagging along to roommates interview during university and by walking out hired for the job. In his webinar interview, “How Should Advisors Leverage the Continuum of Business Models?”, Van Law […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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