Stephanie Tower Keating: Teaching the Fundamentals

Opiela, Nancy
February 2001
Journal of Financial Planning;Feb2001, Vol. 14 Issue 2, p116
Academic Journal
Discusses the views of Stephanie Tower Keating, chief financial planner of Financial Education Resources about financial planning. Tools used by Keating to inform clients about financial planning; Use of one-on-one meeting with a client; Information on Keating's career in financial planning.


Related Articles

  • TO THINK . . . LIKE A CFP. Wagner, Richard B. // Journal of Financial Planning;Jan1990, Vol. 3 Issue 1, p36 

    In this essay, the author argues that for financial planning in general, and Certified Financial Planner recipients in particular, to become accepted and respected as a real profession and as real professionals, CFP practitioners must "think" as professionals. This means developing a...

  • Reader Spotcheck.  // Journal of Financial Planning;Aug2001, Vol. 14 Issue 8, p29 

    Presents chart and graph representations of survey results about financial planning. Reason financial plans fail; Collaboration between financial planners and psychotherapists; Business climate for financial planning practice.

  • The Intelligent Creation of Wealth Seven Actions That Will Change Your Practice. Clark, Bob // Financial Planning;Feb2003, Vol. 33 Issue 2, p76 

    Provides advice for financial planners about their planning strategy. Benefit of conducting a profitability analysis; Advantage of conducting a client survey; Importance of having a succession plan. INSETS: What Financial Advisers Made in 2001;Time With Clients Is Money;Ready or Not:...

  • Why Do Financial Plans Fail? Lee, Shelley A. // Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p60 

    Presents tips for financial planners on ensuring success in financial planning. Attitude of clients toward illness and old age; Factors to consider in dealing with clients; Importance of feedback from clients; Advantage of applying psychology in developing client relationships.

  • Cyberplanning on the Internet Frontier: What Practitioners Need to Know. Thompson, Duane R. // Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p24 

    Focuses on the benefit of the Internet in financial planning in the United States. Significance of the regulatory focus on pure fraud for financial planners; Tips in establishing the compliance requirements for the Web site.

  • Targeting the High Net Worth Client: Realistic Goal or Elusive Quest? Most, Bruce W. // Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p50 

    Discusses whether the subject of building a practice predominately of high net worth (HNW) individuals is a realistic goal for most financial planners. Definition of an HNW client; Financial planning issues for HNW individuals; Comments from industry executives.

  • AND IN THIS CORNER... Bresiger, Gregory // Financial Planning;Oct2000, Vol. 30 Issue 10, p109 

    Discusses the future, fees, commissions and possible directions of financial planning industry. Details on commissions-based planning; Background of the fee-only model; Definition of a fee-only planner; Markets served by financial planners; Potential impact of a tax deduction for retirement...

  • Planning Your Financial Future.  // Hispanic;Jun1999, Vol. 12 Issue 6, p18 

    Focuses on financial planning. Recommendations from several financial experts; Importance of planning one's financial future.

  • Serving the High-Net Worth Individual.  // Practical Accountant;Nov2000, Vol. 33 Issue 11, p24 

    Offers advice for financial planners on how to effectively serve high-net worth individuals. Attributes being looked for in an advisory firm; Importance of communicating with the best clients when the market starts to have a bad run.


Read the Article


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

Try another library?
Sign out of this library

Other Topics