Preparing and Positioning for Success

Hayden, Vern C.
March 2007
Journal of Financial Planning;Mar2007, Vol. 20 Issue 3, p38
Academic Journal
The article discusses methods for financial planners to prepare for personal and financial success. Financial planners must begin by getting a credential, the best of which is the Certified Financial Planner certification. Next they should determine their own personal philosophy of financial planning, which will help guide them throughout their entire careers. Other steps to prepare for success include positioning a niche though marketing and public relations and fostering innovation within one's company.


Related Articles

  • Providing the right tools for the job. Resnik, Paul // Money Management;5/20/2004, Vol. 18 Issue 17, p15 

    Discusses the purpose of financial planning and the responsibilities of financial planners. Training in negotiation skills, conflict resolution, goal-setting, counseling or financial modeling skills; Provision of help for clients to make actions as organized and as simple as possible; Importance...

  • Don't forget how far we've come. Helmich, Steve // Money Management;11/18/2004, Vol. 18 Issue 43, p14 

    The article reports that financial planners have taken a lot of criticism recently from some who say that they are not moving quickly enough to embrace change. While there is more to be done, they have come far in a short time. Their profession is more geared to community needs and expectations...

  • Financial planners put your money in the right places.  // Indianapolis Business Journal;8/21/2006, Vol. 27 Issue 24, Special section p6 

    The article discusses tips on selecting an effective pay structure that will meet the company's needs. According to the Financial Planning Association in the U.S., it is important to find a financial planner that will help people attain their goals and manage their finances efficiently. It is...

  • AABFJ FINANCIAL PLANNING SPECIAL ISSUE 2009. Smark, Ciorstan; Murphy, Brian; Taylor, Sharon // Australasian Accounting Business & Finance Journal;May2009, Vol. 3 Issue 1, p1 

    This special issue draws on recent work of financial planning specialists, finance specialists and economists to document some of the trends, perception and challenges of financial planning in 2009. This diversity of contributors reflects the diversity and the multiplicity of influences that...

  • Charting the Planning Process. Morrow, Ed // Journal of Financial Planning;Apr94, Vol. 7 Issue 2, p56 

    The article comments that personal financial planning is a process. It requires information gathering, classification of attitudes and objectives, analysis of the circumstances and shortcomings, implementation and follow through, monitoring and adjustments. The author says that the processes can...

  • Starting at the ground floor. Larmour, Mark // Money Management;3/17/2011, Vol. 25 Issue 9, p22 

    In this article the author discusses aspects of career change which is from paraplanning to financial adviser. He is critical on the importance of the skills that must be learned for a paraplanner. He emphasizes that in general, a paraplanner prepares the Statements of Advice on behalf of the...

  • How analytical is your financial advisor? Nofsinger, John R.; Varma, Abhishek // Financial Services Review;Winter2007, Vol. 16 Issue 4, p245 

    We survey over 100 financial planners to assess their reasoning mode, intertemporal choices, risk aversion and preferences, and framing focus. Using the Cognitive Reflection Test, we find that financial planners are more analytical than the general population. Further tests show that the...

  • FPA Endorses Rule on Financial Titles.  // Practical Accountant;Jan2007 Supplement, Vol. 40, p4 

    The article reports on the proposal of the Financial Planning Association to the Securities Division concerning the use of financial titles in Massachusetts. The proposal is addressed to all brokers and financial investment advisors prohibiting them in the establishment of false information...

  • Buoyant job market for planners. Tuohy, Larissa // Money Management;5/5/2005, Vol. 19 Issue 15, p8 

    This article focuses on the research by Hays Specialist Recruitment, according to which demand for both financial planners and paraplanners continues to increase, with the introduction of choice of fund driving the recruitment of salaried advisers. Non-banking organisations are also actively...


Read the Article


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

Try another library?
Sign out of this library

Other Topics