Financial Planning Needs a Conscience
- Overcoming the hurdles to financial independence. Rosenthal, Burk // Business Press;5/26/95, Vol. 8 Issue 4, p18
Opinion. Presents ways to accomplishing your goals by dedicating yourself to a specific agenda. Barriers hindering financial success; Information on investments and taxes.
- ...and planners practice what they preach. // Best's Review / Life-Health Insurance Edition;Jul98, Vol. 99 Issue 3, p96
Reports on a study conducted by the Certified Financial Planner Board of Standards which found that 90 percent of certified financial planners in the United States have a financial plan. Certified financial planners' sense of security about their financial future.
- Handling the hot air of inflated expectations. Longo, Tracey // Financial Planning;Aug97, Vol. 27 Issue 8, p116
Presents tips to financial planners in the United States on how to deal with greedy clients. Management of investors' expectations; Flow of money into mutual funds; Steps taken by mutual fund companies to promote a balanced, diversified approach to investing; Warning against stock market...
- Success: Enjoy it, but don't take it for granted. Ruhlin, Peggy M. // Financial Planning;Aug97, Vol. 27 Issue 8, p158
Warns financial planners in the United States against complacency in the way they conduct their business. Failure of Nickleby's which won the American Booksellers Association award in the 1990s; Importance of pricing; Role of the International Association for Financial Planning.
- FINANCIAL PLANNING NEEDS A CONSCIENCE. Hughes Jr., Charles G. // Journal of Financial Planning;Oct88, Vol. 1 Issue 2, p104
The article presents excerpts from the presentation made by Charles G. Hughes, chairman of the Institute of Certified Financial Planners in Denver, Colorado. The presentation was made on the institute's eighth annual retreat. Hughes remarks that the profession of financial planning is a very...
- Is Anybody Listening? Haas, Donald Ray // Advisor Today;May2002, Vol. 97 Issue 5, p86
Discusses the significance of listening skills to financial advisors. Comparison of the average rates of speaking and listening; Importance of active listening; Recommendations.
- Small losses, major pains. Gentile, Gary // Financial Planning;Oct98, Vol. 28 Issue 10, p47
Discusses how financial managers view investments in Asia. View of Mark Balasa, a Certified Financial Planner licensee; Comment from Bernard Horn, manager of the Polaris Global Value Fund in Boston, on Japan's economy; What Bill Wilby, manager of the Oppenheimer Global Fund, thinks about Asia.
- Soul at Work. Wagner, Richard B. // Journal of Financial Planning;Oct98, Vol. 11 Issue 5, p44
Opinion. Comments on practice management in financial planning, with reference to the handling of `soul' issues in the workplaces. Definition of a soul issue; Factors which affect the management of a financial planning practice; Assertions of evolving management theory; Reference to...
- Money lessons may pay off for advisers. Mallon, Iain // Mortgage Strategy;2/15/2010, p15
The article presents an analysis concerning the significance of financial lessons in helping the advice industry to make an early connection with future customers.