A Relationship of Shared Experience
- Moving Targets. Hayden, Vern C. // Journal of Financial Planning;Jun2003, Vol. 16 Issue 6, p32
This article discusses the importance for financial planners to understand the information supplied by their clients. Information is dynamic, not static. In the discovery process, the planner needs to encourage clients to discuss uncertainty and change. Generally, this leads to an interaction...
- Saving and Serving. McNeely, Juli // Advisor Today;Mar2010, Vol. 105 Issue 3, p64
The article offers suggestions on how to encourage clients to buy a plan after saving. It suggests getting in front of the clients because they want to talk an advisor and want to put their financial house in order. It also recommends helping clients to set their financial goals and encouraging...
- Handling Inherited Windfalls. Hersch, Warren S. // National Underwriter / Life & Health Financial Services;1/31/2005, Vol. 109 Issue 4, p29
Focuses on the advisory on handling the impact of windfall on the client's financial discipline and long-term planning. Restriction of boomer clients from incorporating an inheritance into their financial planning; Designation of a disinterested third party as a trustee; Diversification of the...
- Two Sea Changes in Affluent Attitudes. Oechsli, Matt // REP.;Apr2012, Vol. 36 Issue 4, p3
The article presents information on the 2012 Affluent Investor Study conducted on financial advisors and their business. The study found that today's affluent women are playing a more active role in every aspect of their family's finances, and they have higher expectations regarding the...
- Calibrating Comfort. Hayden, Vern C. // Journal of Financial Planning;Feb2004, Vol. 17 Issue 2, p34
Clients of financial planners often do not reach their objectives because they hide inside their comfort zone. The challenge for planners is to legitimately expand their comfort zone so they can encompass the ideas and strategies necessary for reaching their goals. There are six ways to help...
- Choosing a Financial Planner. Katzman, Christine Ngeo // DollarSense;Fall2001, p12
Presents tips on selecting a financial planner. Factors to consider in accumulating assets; Technique used by financial advisor in dealing with clients; Relationship between financial planner and client. INSET: THE BIG PICTURE.
- A second opinion. Cintron, Ivan // Black Enterprise;Apr2000, Vol. 30 Issue 9, p42
Offers an advice about seeking out second opinion from other financial planners even if a good relationship with a financial planner was established. Associations that will help someone to find financial planner.
- Advice costs you, and saves you. Evarts, Eric C. // Christian Science Monitor;4/20/98, Vol. 90 Issue 100, pB1
Provides information about financial planners. Factors which push people to seek a financial planner; The benefits which planners can bring to one's finances; Why it is important to learn to do as much as possible in handling your own money; Nonprofit credit-counseling services; Books offering...
- Forward and Back. Asnes, Marion // Financial Planning;Sep2009, Vol. 39 Issue 9, p14
An introduction to the articles published in the magazine is presented including the suggestion on the hiring of a coach to tweak one's practice by Bob Veres, a discussion on the importance of urgency by Glenn Kautt, and "What Works Now," by Marie Swift.