TITLE

A Slice of Life Planning

AUTHOR(S)
Ritchlin, Lance
PUB. DATE
June 2008
SOURCE
Journal of Financial Planning;Jun2008, Vol. 21 Issue 6, p8
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses several reports published within the issue, including the article "Research: Communication Issues in Life Planning," by Carol Anderson and Deanna Sharpe.
ACCESSION #
32568944

 

Related Articles

  • MPs condemn ‘incompetent’ MRC. Meilton, David // Public Finance;4/4/2003, p17 

    Reports on the allegations faced by the Medical Research Council of being incompetent in Great Britain. Lack of communication; Accounts on the mismanagement of funds; Fluctuations in the amount of money available to support research projects.

  • In My Opinion. Moisand, Dan // Financial Planning;Feb2011, Vol. 41 Issue 2, p88 

    The article discusses the importance of financial advisors' communication with clients concerning economy and politics. According to the author, clients may change financial plans due to personal concerns about the economy. The author recommends advisors to have conversations with clients in...

  • How Do You Communicate?  // Journal of Financial Planning;Jul2014, Vol. 27 Issue 7, p14 

    The article briefly discusses how financial planners can improve their communications with clients as suggested by a survey among planners conducted by the Research and Practice Institute of the Financial Planning Association.

  • 'Til Debt Do Us Part? Hoffman, Melody K. // Jet;2/9/2004, Vol. 105 Issue 6, p54 

    Presents several financial tips for newlyweds. Importance of communicating with each other about your financial concerns and goals; Advice on financial planning; Knowledge of spending styles.

  • From the Editor-in-Chief. McCouch III, Nelson // Army AL&T Magazine;Jan-Mar2015, pii 

    An introduction to the journal is presented in which the editor discusses various articles published within the issue including "The long view" LIRA decision support tool enables better long-range planning and budgeting," "Hybrid threats, hybrid thinking," and "U.S. Army operating concept: Win...

  • "Sell" Is Not a Four-Letter Word. Swift, Marie; Asnes, Marion // Journal of Financial Planning;Jul2015, Vol. 28 Issue 7, p22 

    The article provides suggestions in using conversational selling to boost success in financial planning. Creating a sense of urgency and getting the prospective clients are achieved by advisers who are good at influencing and persuading others. They are also expected to work on their ability to...

  • Getting the Most out of Your Retirement. Hurme, Sally Balch // Voice of Experience;2016, p1 

    An excerpt from the book "AARP Guide to Getting the Most Out of Your Retirement" by Sally Balch Hurme is presented which focuses on retirement planning such as satisfaction with the current financial status, time management for future mission in life and staying connected with acquaintances.

  • Are you sending the right message to your clients? Rasker, Richard // Money Management;11/6/2003, Vol. 17 Issue 41, p26 

    Provides a guide on achieving an effective communication between financial advisers and their clients. Reasons planners should manage their communication with their clients; Assessment of contacts with clients; Factors to consider when auditing advisers' written communication with clients.

  • Use written job descriptions. Gordon, Kindra // BEEF;Spring2007 Cow-Calf Issue, Vol. 43, p16 

    The article offers information about enhancing family communication in relation to estate planning. Sarah Fogleman, a Kansas Extension economist states that writing job descriptions is the first thing she would have the family do whenever there is a conflict. She added that it would help the...

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