'Be Our Guest' Program Reveals Inner Workings of Successful Practices

Bennigsdorf, Jaime
September 2008
Journal of Financial Planning;Sep2008 Practice Management Solutio, p14
Academic Journal
The article discusses informational sessions sponsored by the Foundation of Financial Planning. Sessions which will be held from September 2008 through November 2008 in locations throughout the U.S. are mentioned. Financial executives who will be speaking at these sessions include certified financial planners (CFP) Bill E. Carter, Ross Levin and Alexandra Armstrong.


Related Articles

  • A Financial Planner Who's Beyond Numbers. Yip, Pamela // Journal of Financial Planning;Jan2007 Supplement, p22 

    The article profiles financial planner Bill E. Carter, who owns Carter Financial Management and received the Financial Planning Association's 2006 P. Kemp Fain Jr. Award in October 2006. Carter is considered to be an instrumental agent of the financial planning industry's formulation of ethical...

  • HOW SUCCESS IS MEASURED.  // Financial Planning;Jan2001, Vol. 31 Issue 1, p92 

    Features financial planner Ross Levin of Accredited Investors Inc. Information on his Wealth Management Index; Priority of Accredited Investors; Goal of Levin.

  • Top 50 Independent Broker/Dealer Women Advisors in 2011.  // Registered Rep Exclusive Insight;1/26/2012, p1 

    The article features three women included in the top 50 independent broker/dealer (IBD) women advisor list in 2011. Alexandra Armstrong of Armstrong, Fleming & Moore Inc., who ranked eight in the IBD list, uses four asset allocation models including conservative income, moderate income, moderate...

  • Live Long, Prosper. Chanen, Jill Schachner // ABA Journal;Apr2007, Vol. 93 Issue 4, p50 

    The article discusses the factors that lawyers need to consider when planning their retirement. Financial planners estimate that most people need about 70 percent of their working income to live comfortably in retirement. Most advise clients to accumulate enough wealth during their work years so...

  • MOVERS SHAKERS & DECISION-MAKERS.  // Financial Planning;Jan2001, Vol. 31 Issue 1, p86 

    Features financial planners Harold Evensky, Deena Katz, Bob Veres, Ross Levin and Bill Bachrach, who were voted as the most influential people in the financial planning profession. Similarities among the planners; Basic strategy used to succeed in the business; Pieces of advice given by Veres to...

  • 'Don't Let the Man Be the Plan'. Britton, Diana // Registered Rep;Feb2012, Vol. 36 Issue 2, p11 

    The article presents a profile of financial planner Alexandra Armstrong who founded Armstrong, Fleming & Moore, Inc./Commonwealth Financial Network. Armstrong has been ranked in eight position in the top IBD women financial advisors list. Armstrong started her career in the financial sevices...

  • They Know Money. Dalphonse, Sherri // Washingtonian Magazine;Jan2009, Vol. 44 Issue 4, p166 

    The article identifies the most competent financial planners, wealth managers, accountants and estate planners in the U.S. These financial experts are equipped with the skills and competence in assuring that they offer business enterprises and stockholders the best advice expected of them. They...

  • Money lessons may pay off for advisers. Mallon, Iain // Mortgage Strategy;2/15/2010, p15 

    The article presents an analysis concerning the significance of financial lessons in helping the advice industry to make an early connection with future customers.

  • Adviser Influence on Consumer Financial Health….  // Journal of Financial Planning;Feb2011, Vol. 24 Issue 2, p10 

    The article offers information on the confidence level between consumers who consult financial advisers and those who have not regarding financial management.


Read the Article


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

Try another library?
Sign out of this library

Other Topics