TITLE

The Pursuit of Excellence Is Timeless

AUTHOR(S)
Peck, Maureen
PUB. DATE
September 2003
SOURCE
Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article claims that through all the changes and manifestations of the financial planning profession, there are fundamental, enduring needs and values that contribute to the pursuit of excellence by the members of the Financial Planning Association (FPA). Apparently, two priorities for financial planners have remained consistent. Such priorities are mastery of technical skills and having a firm grasp of the emotional component of the financial planning process. At the FPA Retreat 2003 in Traverse City, Michigan, such was reflected in the education sessions, which included Asset Protection: Is Your Client's Nest Egg at Risk, Unplugged: Investment Masters, and The Mismeasurement of Risk. To balance the event features, there have been sessions such as Building Client-Planner Intimacy Through Advanced Discovery Techniques, Insightful Conversations: Exploring Our Relationships with Clients, and How to Create an Effortless, Outrageous Business. A summary of attendance evaluations of the 1984 Retreat held comments that could have come from the 2003 event, showing the same head-and-heart balance. Topics that attendees of the 1984 Retreat suggested for future conferences included analysis of capital market instruments, variable annuity and estate planning techniques, incentive stock option strategies, counseling skills, and verbal communication.
ACCESSION #
10849804

 

Related Articles

  • Subsidy stand- off on the FSCS. Salmon, James // Money Marketing;3/30/2006, p30 

    The article discusses the implications of the Financial Services Authority's proposals to shake up funding for the Financial Services Compensation Scheme, which will reinstate provider subsidies and could see costs fall for advisers. It then focuses on how levy groups will be divided into five...

  • One rule for one…. Conyers, Nick // Money Marketing;3/30/2006, p39 

    The article focusing on the increasing number of rules governing the financial services industry and its implications for independent financial advisers in Great Britain. It then discusses the disparity that could damage the profitability and morale of honest independent financial advisers. It...

  • Fair funding. Cummings, Chris // Money Marketing;3/30/2006, p40 

    The article focuses on the decision of the Financial Services Authority (FSA) and the Financial Services Compensation Scheme (FSCS) to undertake a complete review of the funding arrangements of the FSCS. It goes on to report that the FSA is proposing radical reform of the funding of the FSCS and...

  • Advisers will pay 30% rise in levy. Salmon, James // Money Marketing;3/30/2006, p84 

    The article reports that the Great Britain Financial Services Compensation Scheme (FSCS) has confirmed that financial advisers will pay nearly 30 percent more into the levy. It further reports that this news follows the Financial Services Authority's proposals to restructure FSCS funding. It...

  • STIMULUS PACKAGE. Tirbutt, Edmund // Corporate Adviser;Feb2009, p39 

    The article focuses on the development of group risk products and their implication to the financial advisers in Great Britain. It notes that these products are essential if the sector will not face permanent shrinkage. The advisers notes that financial benefits should be aligned with the needs...

  • Planners Losing Ground for Affluent….  // Journal of Financial Planning;Oct2006, Vol. 19 Issue 10, p14 

    The article states that a study by the Spectrem Group shows that affluent investors with $500,000 or more in investable assets are using full-service brokers instead of financial planners for their needs of financial services. Despite this fact, financial planners were ranked highest by rich...

  • The future is mobile. McKenna, Ian // Money Marketing;8/4/2011, p32 

    The article examines the potential implications of the advent of mobile technology on the adviser software market in Great Britain. It argues that the replacement of the personal computer (PC) with mobile technology would allow financial advisers to choose from a variety of solutions to deliver...

  • Women Advisors forum.  // Financial Planning;Oct2013, Vol. 43 Issue 10, p86 

    The article presents tips for women financial advisors and planners on finding their niche to build their practice. It describes the increased assets of Michelle Smith's firm Source Financial Advisors when she decided to specialize in divorce. Increased referrals, relevance to clients, and a...

  • Exporting our expertise. McMaster, Wes // Money Management;6/29/2006, Vol. 20 Issue 23, p14 

    The article explains the need for the financial advice community in Australian to follow developments in southeast Asia. The region opens opportunities for them to share knowledge, services and to co-operate commercially. Financial advice in southeast Asia is interesting because of the wealth...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics