TITLE

PRESIDENT'S MESSAGE

AUTHOR(S)
Nicolette, Nick
PUB. DATE
September 2007
SOURCE
Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p4
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses reports published within the issue, including "The Challenge: Quality Client Communication," by Melissa L. Orrell.
ACCESSION #
26475374

 

Related Articles

  • Tell Them More. Horwitz, Michael B. // Financial Planning;Jan2006, Vol. 36 Issue 1, p81 

    The article provides advice to financial planners on responding to the questions that potential clients might ask them at their initial meeting. Most clients in the United States get their questions from Websites of the Financial Planning Association or the National Association of Personal...

  • Tailoring Client Communications. McCarthy, Ed // Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p20 

    The article focuses on the significance of addressing professional communication between financial advisers and clients in the finance industry in the U.S. It stresses that identifying the client's personality is a key element in understanding the type of financial proposals that advisers must...

  • Here's to a Great 2014! Arzt, Bob // Advisor Today;Nov/Dec2013, Vol. 108 Issue 6, p17 

    The article presents offers suggestions for financial advisors to improve their sales and practice-management performance in 2014. It recommends investment planners to follow five strategies in order to accelerate their portfolio performance which include efficient time-management, client...

  • Time to Talk Insurance. D'Amato, Tere // Investment Advisor;Aug2009, Vol. 29 Issue 8, p68 

    The article focuses on the relevance to overcome reluctance to become an efficient financial adviser in the U.S. A financial advisor is advised to get over their reluctance because clients are open to conversation on the different methods to protect the financial future of the family. Advisors...

  • The Future of Client Communication: Drive Engagement, Create Differentiation. Littlechild, Julie // Journal of Financial Planning;Nov2014, Vol. 27 Issue 11, p26 

    The article discusses elements of an effective communication plan for financial advisers. Particular attention is given to defining a baseline level of client service, and examining how the communication process is evolving to create a more engaged client. The author's treatment is informed by...

  • You and the Obligation to Put Yourself First. Seeber, Catherine M. // Journal of Financial Planning;Nov2014, Vol. 27 Issue 11, p34 

    The author discusses the importance to financial planners of being true to themselves, self-confident, and authentic in their professional conduct. She says clients are more apt to hire planners who are trustworthy and authentic. One way to build trust, she observes, is to practice good...

  • Create Wow Moments by Solving for Clients' Emotional Dynamics. Evans Jr., John L. // Journal of Financial Planning;Nov2014, Vol. 27 Issue 11, p38 

    The article discusses the importance to financial advisers of understanding their clients' emotional dynamics. Commentary is presented about differences in how clients like to feel appreciated, and how acting on these differences can help a planner compete in the marketplace. The author provides...

  • Stay in Your Clients' Lives. Morris, Kyra // Journal of Financial Planning;Jan/Feb2009 Practice Management, p22 

    The article discusses how financial planners can stay relevant in their clients’ lives. Assembling and analyzing financial data is not enough. Planners need to equip themselves to participate in conversations that bring out a client’s hopes, needs and accomplishments. Strategies...

  • Helping Clients Contain their Concerns. Maton, Cicily Carson; Maton, Michelle // Accounting Today;1/26/2009, Vol. 23 Issue 2, Special section p18 

    The article suggests ways for financial advisors on helping clients to contain their worries on retirement planning issues in the U.S. It emphasizes the need for advisors to be diligent and proactive in their communications with clients and provide them with perspectives to ease their concerns....

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