Reader Spotcheck

July 2002
Journal of Financial Planning;Jul2002, Vol. 15 Issue 7, p29
Academic Journal
This section presents the results of surveys on matters relating to financial planning as of May 24, 2002, including the approach used by businesses to sales, marketing, operations and fiscal management.


Related Articles

  • Calming the Fears.  // Financial Planning;Nov2008, Vol. 38 Issue 11, p12 

    The podcasts entitled "Managing Through the Market Meltdown" and "Careers in Financial Planning: The New Reality" are discussed.

  • A Simultaneous Equation Model for the Firm for Financial Analysis and Planning. Jack Clark, Francis; Rowell, Dexter R. // Financial Management (1972);Spring78, Vol. 7 Issue 1, p29 

    This article suggests a simultaneous equation model of moderate size to forecast the future path of a single firm's financial statements. The Jack Clark Francis-Dexter R. Rowell (FR) model extends simultaneous linear equation models of the firm developed by J. M. Warren and J. P. Shelton and...

  • on the road.  // Financial Planning;Jan2007, Vol. 37 Issue 1, p28 

    The article presents calendar of events in the financial planning industry in the U.S. American Institute of Certified Public Accountants will organize a conference for personal financial planning in Nevada on January 7-10, 2007. Sales and Marketing Conference will take place in Phoenix, Arizona...

  • Sales culture perverting advice. Griffin, Ray // Money Management;11/18/2004, Vol. 18 Issue 43, p16 

    This article reports that the sales and funds under man age merit-based culture of financial services is without question the major factor that prevents financial planners from being recognized as professionals. There are trail commissions, soft dollar commissions, upfront and exit fee...

  • Reader SPOTCHECK.  // Journal of Financial Planning;Feb1999, Vol. 12 Issue 2, p21 

    This section presents graphs of results of the reader opinion survey conducted by the Journal of Financial Planning as of December 21, 1998 on various issues.

  • MARKET THERAPY. O'Neill, Hugh // Best Life;Apr2008, Vol. 5 Issue 3, p96 

    This article advises people to stay calm in their financial planning in the midst of stock market decline in the U.S. It explains that the decline of the stock market means that it is good time to buy the stocks in the most beaten sector. Historically, stocks will bounced back soon after...

  • Financial Optimization: optimization paradigms and financial planning under uncertainty. Consigli, Giorgio; Brandimarte, Paolo; Kuhn, Daniel // OR Spectrum;Jul2015, Vol. 37 Issue 3, p553 

    No abstract available.

  • APPROACH DOES VARY.  // LIMRA's MarketFacts Quarterly;Spring2002, Vol. 21 Issue 2, p91 

    Presents recommendations on how to approach specific segments of the affluent market. Characteristics of the emerging affluent market; Information on the financial planning strategy for the 50- to 60-year-old affluent market; Attributes of the affluent women market.

  • Product-Driven Financial Planning 'Dead on Arrival' Hayden, Vern C. // Journal of Financial Planning;Jun2005, Vol. 18 Issue 6, p36 

    The article presents the author's view on product-driven financial planning of a certified financial planner (CFP). Well, I met with a guy at the bank, we got into planning for my retirement, and it looked like I was going to come up a little short. That is when he tried to sell me some mutual...


Read the Article


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

Try another library?
Sign out of this library

Other Topics