6 Strategies for Proactive Client Communications
- Gather Your Clients for Community Conversations. Jetton, Elizabeth // Journal of Financial Planning;Jul2009 Solutions, p18
The article discusses the significance of gathering community conversations with clients in financial planning management in the U.S. It highlights the advantages of hosting simple gatherings or conversations together with clients, centering the essence of tapping resilience, hopes and...
- MARVIN TUTTLE. Koreto, Richard J. // Financial Planning;Jan2005, Vol. 35 Issue 1, p113
Features financial planner Marvin Tuttle, one of the winners in the Movers & Shakers 2005 poll in the U.S. Reason for the nomination of Tuttle in the poll; Reputation of Tuttle in the financial services industry; Views of Tuttle on financial planning.
- The Hot Job of Financial Planning&hellip. // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p16
Comments on the article featured in "U.S. News & World Report" about financial planning. Popularity of the career in financial planning; Demand for financial planners in the banking, brokerage and mutual fund fields; Failure of the magazine to mention designations or licenses.
- Trading Places. McGee, Suzanne // Financial Planning;Sep2008, Vol. 38 Issue 9, p59
The article discusses the move of planners, investment advisors, and other wealth managers to change firms in the U.S. It is noted that for many advisors, switching firms or launching their own shop can be dangerous, since clients can feel neglected or taken for granted. In addition, if the...
- Financial Life Planning: What Do You Want to Be? // Journal of Financial Planning;Nov2003, Vol. 16 Issue 11, p30
The article discusses several issues on financial life planning. It is suspected that while some individuals' daydreams of doing other things with their lives may be whimsical or short-lived, many are very legitimate. If it is indeed a money issue holding them back, then it may be permission...
- The Irrational Adviser. Horwitz, Michael B. // Financial Planning;May2004, Vol. 34 Issue 5, p85
Recognizes the irrational beliefs of financial advisers in the financial planning practice. Vulnerability of advisers to self-doubts; Problem with the belief of advisers to gain approval from all clients; Competence of advisers.
- Don't 'Bridge the Gulf'--Meet in the Middle! Del Valle, Ronna // Journal of Financial Planning;Jun2005, Vol. 18 Issue 6, p14
The article gives advice to financial planners on managing expectations in the financial planning practice. As planners, one of our most important skills should be managing expectations. This skill is key in working with clients. It is also crucial to manage expectations when working with other...
- PRESIDENT'S MESSAGE. Salmen, Richard // Journal of Financial Planning;Jul2009 Solutions, p4
In this article the author discusses the efforts made by the Financial Planning Association (FPA) to assist financial planners in financial planning practice in the U.S. He primarily considers the significant role of the FPA and the financial planners in the lives of their clients amid the...
- SERVING OLDER CLIENTS: OPPORTUNITIES FOR STUDY AND GROWTH. Tacchino, Kenn Beam // Journal of Financial Service Professionals;Jul2004, Vol. 58 Issue 4, p8
This article offers information about designations, resources, and organizations relating to elder issues in the U.S. There are a variety of designations that tangentially relate to serving older clients. The Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified...