TITLE

Karen Schaeffer, CFP: Building a Practice Through Employee Education

AUTHOR(S)
Opiela, Nancy
PUB. DATE
November 1999
SOURCE
Journal of Financial Planning;Nov99, Vol. 12 Issue 9, p98
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Profiles Karen Schaeffer, co-founder of Schaeffer Financial. Contributions on the growth of financial planning profession; Opinion on working with the federal employees and non-US citizen employees; Number of seminars conducted on financial planning.
ACCESSION #
2502011

 

Related Articles

  • The game changer. Tucker, Jye // Money Management;1/26/2012, Vol. 26 Issue 2, p17 

    The author discusses the significance of scaled device in helping financial planners show clients what kind of lifestyle they can expect in retirement in Australia. The author cites that scaled device and its accompanying technology have made super advice free and personal and allowed better...

  • FAISing in investment advice.  // Finance Week;6/9/2003, p52 

    Examines the quality of investment advice that financial planners are expected to give their clients according to the Financial Advisory & Intermediary Services (FAIS) Act of South Africa. Consideration of the legal risk of the advice given; Skills that financial planners must have; Distinction...

  • PFS chief Keith Richards is seeing evidence of the evolution of advice.  // Money Marketing (Online Edition);7/22/2013, p17 

    The author reports on the growth in qualified financial adviser numbers and a drive towards greater professionalism in Great Britain. He says that with the number of fully qualified advisers rising since the start of 2013, the first half of the year has been more positive for financial advisers....

  • Linda Smith: Making referrals and retaining independent status.  // Money Marketing (Online Edition);9/5/2013, p48 

    The author comments on when independent firms should refer clients to external firms for financial advice. He says that few firms in Great Britain are still struggling with disclosure around independent and restricted. A referral to a discretionary investment service doesn't affect the...

  • Define advice before counting it.  // Money Management;7/23/2015, Vol. 29 Issue 13, p20 

    The article focuses on the challenge posed by financial planning advice providers to the financial planning industry, along with the move of the journal "Money Management" to identify planning groups and planners.

  • No Takers. Reinhart, Len // Financial Planning;Oct2007, Vol. 37 Issue 10, p49 

    The article reports on the decreasing number of financial planners in the U.S. According to a report released by Cerulli, there are only 246,000 planners in 2007 compared to 256,000 in 2005. The author states that if today's planners retire, there will be a shortage of financial advisors. The...

  • Reader Spotcheck.  // Journal of Financial Planning;Jan2003, Vol. 16 Issue 1, p29 

    This article presents the results of a survey of financial planners in the United States, as of November 25, 2002. The survey reveals that 17.4 percent of financial planners spend 1-2 hours prospecting for clients. And few financial planners makes use of separately managed accounts with clients....

  • Bearing Up Under the Bear. Lee, Shelley A. // Journal of Financial Planning;Jan2003, Vol. 16 Issue 1, p48 

    This article reveals the working conditions of financial planners in the United States as of January 2005, three years into the stock market downturn. Judy Shine, chief financial planner (CFP) of Shine Investments in Denver, Colorado stated that she was exhausted, fried and frustrated. She felt...

  • CE Examination.  // Journal of Financial Planning;Nov2004, Vol. 17 Issue 11, p82 

    This article presents an examination for financial planners.

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