Reader Spotcheck

January 2000
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p29
Academic Journal
This article presents results of various surveys in the United States related to the opinion of financial planners on some issues as of October 21, 1999. One of the surveys focused on the percentage of clients that have a planned giving strategy either in place or being prepared. Another survey discussed that does one has in place his own business succession plan. A survey was related to the rate of the current business climate for the practice of financial planning.


Related Articles

  • Sam's Holiday Gift. Oechsli, Matt // Registered Rep;Dec2011, Vol. 35 Issue 12, p23 

    The article provides tips for financial advisors on how to build a successful business in the U.S. It advises financial advisors to commit to their business and to share their profits with all their associates. It also suggests them to motivate their team, to surpass their client's expectations,...

  • Gung-Ho for Growth. Diamond, Mindy // Registered Rep;Dec2011, Vol. 35 Issue 12, p24 

    The article provides tips on how to be successful in the financial services-related business in the U.S. It claims that one secret to success in business is satisfying needs of clients. It suggests the assessment of products, services, people, among others which should be added in the business....

  • 4 Steps to Make Real Changes. BOWEN JR., JOHN J. // Financial Planning;Aug2013, Vol. 43 Issue 8, p27 

    The author outlines the steps that financial advisors in the U.S. should take to make real changes and achieve huge success. He cites the importance of big-picture thinking as the first step in strategic planning. He also discusses how advisors should target results, use obstacles for achieving...

  • Finding the right financial advisers. Crane, Mark // Medical Economics;11/23/98, Vol. 75 Issue 23, p54 

    Gives examples of the services rendered by financial advisers in the United States. Offer of advice on the financing of college tuition and retirement plans; Management of routine matters by lawyers; Investment advice from a broker.

  • Growing Your Planning Practice 'In A Post-Bubble World' Piontek, Stephen // National Underwriter / Life & Health Financial Services;10/14/2002, Vol. 106 Issue 41, p35 

    Focuses on the presentation of financial planner Lewis J. Walker on the challenges faced by financial planners in the market during the Financial Planning Association's Success Forum session in the U.S. Changes cited by Walker in the financial market; Framework of The Investment Coach Program;...

  • More information needed. Wilcox, Jarrod W. // Pensions & Investments;4/29/1996, Vol. 24 Issue 9, p38 

    Suggests that financial investors in the United States should be properly informed about emerging markets, especially in Asia. Factors which lead to investments in emerging markets in 1992 and 1993; Effects of the collapse of the Mexican peso; Opportunities through which investors can hope to...

  • The Retirement Clock Is Ticking: Are Financial Planners Failing Americans? Opiela, Nancy // Journal of Financial Planning;Aug2003, Vol. 16 Issue 8, p34 

    The article deals with the failure of financial planners and the financial planning profession to motivate Americans to adequately plan for their retirement. Study after study shows all too clearly that many American workers would not have the means to afford the retirement they envision. For...

  • Retirement planning can be easier than you think. Kinney, Derrick // Fort Worth Business Press;11/14/2005, Vol. 18 Issue 46, p28 

    The article emphasizes the significance of rendering the services of financial advisors for retirement planning in the U.S. The demographic and political changes make saving and investment for retirement more of the responsibility of the individual. A thorough and practical strategy is needed...

  • Reader Spotcheck.  // Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p23 

    This section presents the results of a public opinion poll of U.S. financial planners on issues regarding their practice, investment confidence, among others, as of August 2000.


Read the Article


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

Try another library?
Sign out of this library

Other Topics