Woody Young and Glenda Kemple Cover Their Bases: Team Concept a Winner
- Letting Go: When Planners and Clients Part Ways. Newton, Catherine // Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p80
Presents an interview with financial planners, Glenda D. Kemple of Quest Capital Management, Edwin P. Morrow of Financial Planning Consultants, Carol C. Pankros of Financial Planning Services, and Timothy E. Pratt of Vanderweide Pratt Busick Marshall and Kimberly, on why and how they have let...
- in it for the long term. ROBERTSON, LEE // Money Marketing;7/16/2015, Issue 1494, p33
In this article, the author suggests financial planning businesses to make long-term relationship with clients and highlights reliance of the financial planning sector on large institutions.
- Perserverance pays off for practice sellers. // Money Management;12/2/2004, Vol. 18 Issue 45, p43
The article discusses the sale of an Adelaide-based planning business owned by businessman Cliff Garrels and his partner. It states that after months of negotiations and failed attempts to sell it, these two owners finally had to call in consultants to close the deal. Despite the business having...
- Tanya Daniel, 31. Cheney, Karen // Real Simple;Aug2008, Vol. 9 Issue 8, p126
The article presents the comments of Glenda Kemple, a certified public accountant and a financial planner in Dallas on the financial planning of Tanya Daniel, who is sales representative for a paper distributor. Tanya, whose monthly spending is $4311 wants to buy a house in the suburbs, save...
- Advisers review value proposition. Munro, Caroline // Money Management;2/11/2010, Vol. 24 Issue 4, p4
The article reports on the interest of financial advisers to add clients through bespoke services and products in the financial planning industry in Australia.
- FOFA to bring business model casualties. // Money Management;10/11/2012, Vol. 26 Issue 39, p5
The article focuses on Future of Financial Advice (FOFA) reforms which will focus on strategies of financial planning industry and casualties present in their business model.
- SWOT ANALYSIS FROM A RESOURCE-BASED VIEW. Valentin, E.K. // Journal of Marketing Theory & Practice;Spring2001, Vol. 9 Issue 2, p54
Focuses on the importance of a resource-based strengths, weakness, opportunities, threats (SWOT) analysis in business strategy. Assessment of the SWOT of an organization; Reanalysis of the developing business plans of an organization; Strategic implications of SWOT analysis.
- CREATING ENDURING BUSINESSES. Mortiz, Michael // Siliconindia;Feb2001, Vol. 5 Issue 2, p34
Presents guidelines for creating an enduring business enterprise. Importance of a thorough understanding of the business plan; Development of a product needed by the customer; Enhancement of relationship between the founders, employees and the investors. INSET: Michael Moritz..
- Just an Idea...Made in NH. Eckardt, B.J. // Business NH Magazine;Apr2003, Vol. 20 Issue 4, p7
Comments on the challenges of starting a business. Procedures for opening a company; Assistance of entrepreneurs.