Super Sessions

June 2007
Journal of Financial Planning;Jun2007 Supplement, Vol. 20, p14
Academic Journal
This article describes the Super Sessions for track learning at the September 2007 conference of the Financial Planning Association, FPA-Seattle 2007. The unifying theme is an examination of the changing landscape of the financial planning profession and the communication skills required to both understand and meet customer expectations. The sessions include "Inside the Minds of Our Clients: New Research on What Consumers Know About Financial Planning," A Wealth of Stories: Financial Planning as a Process of Shaping Clients' Legacy Tales," and "Creating the Future."


Related Articles

  • Crisis of confidence. Martin, Ivan // Money Marketing;10/2/2008, p15 

    The author reflects on the concerns of the consumers regarding the condition of the financial service sector in Great Britain. He stresses that as financial advisers, one is a good barometer of consumer sentiment because he or she will have undoubtedly been taking several calls from concerned...

  • Gauging the right amount of insurance. Kerr, Gerard // Money Management;5/7/2009, Vol. 23 Issue 15, p16 

    The article discusses the importance of gauging the right amount of life insurance for customers in Australia. The result of the study on the people's perceptions and attitudes towards life insurance showed that 30 percent of the respondents selected over 10 times a year's salary as the...

  • EVEN THE BEST CAN BE COACHED. Degenhardt-Burke, Carri // On Wall Street;May2008, Vol. 18 Issue 5, p72 

    The article focuses on the benefits of employing coaches for financial advisors. According to the author, getting the right coach plays a significant role in career advancement. She accounts how her friend in New York has improved his business through the help of a coach who is a career...

  • Transition Tactics. Korn, Donald Jay // On Wall Street;Sep2005, Vol. 15 Issue 9, p14 

    Deals with the challenges that will be faced by brokers who are planning to become independent registered investment advisers. Emotional aspect of breaking away from a brokerage firm; Assistance available for brokers who plan to be independent; Factors that will affect the need of a registered...

  • For Better, Or For Worse? Diamond, Mindy // Registered Rep;Nov2010, Vol. 34 Issue 11, p88 

    The article focuses on the significance of a career move among financial advisors in the U.S. It notes that financial advisors who will benefit from a career move are those who expected for enough growth. It mentions that advisors could consider a career move if the advisor believes the firm...

  • New Opportunities in Finance. Holmers, Tamara E. // Black Enterprise;Sep2010, Vol. 41 Issue 2, p54 

    The article discusses the opportunity for people who are looking to work in financial services as of September 2010. According to the article, careers in finance are in demand despite the finance industry being one of the most hardest hit during the 2009 economic crisis. It explains the...

  • How we chose the Financial Planner of the Year.  // Money Management;12/11/2003, Vol. 17 Issue 46, p19 

    Discusses how the Financial Planner of the Year (FPY) awardee is being chosen among the nominations received from financial planners across Australia. Increase in the number of applications received for the award in 2003; Judges who participated in the 2003 FPY event; Criteria for judging;...

  • calendar of events.  // Advisor Today;Jul2010, Vol. 105 Issue 7, p47 

    A calendar of events in Washington from September 2010 to March 2011 is presented which includes the National Association of Insurance and Financial Advisors (NAIFA) 2010 Career Conference and Annual Meeting, and the LAMP 2011.

  • Calendar.  // Investment Management Weekly;5/8/2006, Vol. 19 Issue 18, p11 

    Presents a calendar of events related to the finance companies in the U.S. in May and June 2006. First Annual Illinois PERS Summit in Chicago, Illinois; 5th Annual Investment Adviser Compliance Forum in New York City; Emerging Managers Summit at the Westin Chicago River North in Chicago, Illinois.


Read the Article


Sign out of this library

Other Topics