Dave Diesslin: Turning Away Business?
- REAL DEALS. Korn, Donald Jay // Financial Planning;Apr2004, Vol. 34 Issue 4, p68
Focuses on the entry of financial planners into the real estate investments sector in the U.S. as of April 2004. Average office vacancy rate nationwide; Property appreciation rate of retail space; Concerns expressed by David Diesslin, head of planning firm Diesslin & Associates, regarding yield...
- A Bid for Power. Koreto, Richard J. // Financial Planning;Sep2003, Vol. 33 Issue 9, p51
Focuses on the CFP Board of Standards in the U.S. Primary goal of the organization; Remarks from chairman David Diesslin on the organization; Affiliations of CFP.
- Achieving and preserving `enough' Master, Rachel S. // Business Press;3/17/95, Vol. 7 Issue 46, p17
Profiles David H. Diesslin, owner of Diesslin & Associates Incorporated, a financial planning and investment oversight firm. His goal; Personal objective; Honor bestowed on company by Worth/Financial Intelligence.
- Just Around the Corner. Bredholt Jr., Roy // Advisor Today;Dec2003, Vol. 98 Issue 12, p60
Offers advice to financial advisors on how to redefine business success in 2004. Ways of reconnecting with clients; Recommitment to personal development; Redefinition of success.
- IN THE PROFESSION. // Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p22
This article presents news briefs related to financial planning in the U.S. One of the snippets reports that the second-to-last series of practice standards is due for release soon by the Certified Financial Planner (CFP) Board of Standards. Draft proposed standards of Series 500, which focuses...
- Paraplanners are at the core of the business. Wheeler, Eve // Money Marketing;4/28/2011, p22
In this article, the author discusses the significance of paraplanners as the fundamental of business.
- How To Wow. Bowen Jr., John J. // Financial Planning;Jan2001, Vol. 31 Issue 1, p113
Focuses on the importance of trust between financial advisers and clients. Steps taken by financial advisers to succeed; Details on the family office model; Disadvantages of fulfilling only one service for clients; Suggestions on how to impress clients.
- Gregory P. Seal: Adding Long-Term Care Insurance to the Mix. Opiela, Nancy // Journal of Financial Planning;Oct98, Vol. 11 Issue 5, p89
Comments on the business success of Gregory P. Seal, president of Seal Financial Services and C-Hall Corporation of Denver, Colorado, in the financial planning profession. Comments from Seal; Academic qualifications of Seal; How Seal's personal connection to health care complements his business...
- Madeline Noveck: From Curator to Planner. Opiela, Nancy // Journal of Financial Planning;Oct98, Vol. 11 Issue 5, p90
Cites the business success of Madeline Noveck as a financial planner. Reference to her career transformation from curator to financial planner; Comments from Noveck; Academic qualifications of Noveck; Detailed information on the growth of her business.