Appreciative Inquiry in Financial Planning and Life
- Process of Change: What It Really Takes. Bluestone, Andrew S. // Journal of Financial Planning;Jul2011 Practice Management Solutis, p21
The article focuses on the relevance to implement change in the financial planning firms in the U.S. It notes that these firms can improve their income and quality by encouraging the financial advisers to learn. The firms are recommended to invest time and money when implementing cultural change...
- major trends affecting hospital payment. D'Cruz, Martin J.; Welter, Terri L. // hfm (Healthcare Financial Management);Jan2008, Vol. 62 Issue 1, p52
The article focuses on the possibility of the healthcare financial leaders to enhance their organizations' margins in 2008 through implementing cost-saving and cost-shifting initiatives in the U.S. According to the author, healthcare financial leaders should focus on initiatives that will help...
- Warning: Few planners are really `fee only.' Halverson, Guy // Christian Science Monitor;1/14/97, Vol. 89 Issue 34, p9
States that two thirds of financial planners or offices in the United States, claimed to offer fee-only services. Different services performed by financial consultants; Results of a survey by the Consumer Federation of America and the National Association of Personal Financial Advisors; How...
- Record number of CFP licensees announced. // Best's Review / Life-Health Insurance Edition;Mar1994, Vol. 94 Issue 11, p74
Reports that there are 27,817 certified financial planners in the United States as of December 31, 1993 compared with 25,538 in 1992.
- Survey profiles financial planners, their clients. Friedman, Amy S. // National Underwriter / Life & Health Financial Services;8/7/95, Vol. 99 Issue 32, p6
Presents the results of the 1995 CFP Survey of Trends in Financial Planning, conducted by the National Endowment For financial Education on expectations of financial planning professional of continued growth of their practice. Aging cohort of babyboomers as the strongest driver of practice...
- As the experts put it: There you go again, dimwit. Graulich, David // Business Press;8/4/95, Vol. 8 Issue 14, p27
Comments of financial experts who dispense non-stop advice about money. Personal financial advice as a hot growth industry in the United States; Fixation of the experts on retirement issues; Rise of financial experts having coincided with the decline of the fitness gurus.
- Ambitions & aspirations in 1998. Longo, Tracey // Financial Planning;Jan1998, Vol. 28 Issue 1, p116
Features the leading financial planners' business strategies for maintaining quality service for their clients in 1998. Respective profiles and goals.
- Let the good times roll. // Financial Planning;Jan1998, Vol. 28 Issue 1, p122
Presents the four leading fee-only financial planners' respective views on the hottest topics in the industry today. Client expectations; Direction of the markets.
- The rise of Zero Alpha. Braham, Lewis // Financial Planning;Jan1998, Vol. 28 Issue 1, p127
Features the Zero Alpha group of passivist and their active marketing campaign that is singling them out as a leading advocate of passive investment strategy in the United States. Success of members of Zero Alpha in the business.