Use Discovery Agreements to Ease Implementation
- Charging for Wisdom. Pullen, Courtney // Journal of Financial Planning;Aug2003, Vol. 16 Issue 8, p24
This section presents the author's observation on a proposed shift in compensation models in the financial planning field. Several prominent thinkers in the financial planning field have been challenging the profession to take a look at how it is compensated. They are advocating a move from a...
- Minding Your 'Alpha-Bets' Gresham, Stephen D. // On Wall Street;Mar2005, Vol. 15 Issue 3, p70
Presents guidelines for financial advisors on adding value to services beyond their clients' expectations. Importance of the ability of advisors to proactively provide clients with good ideas; Suggestions on the creation of critical objectives for clients; Opportunities offered by the number of...
- Building client relationships--from the ground up. // Money Management;11/27/2003, Vol. 17 Issue 44, p36
Reports on the client relationship established by financial planners in Australia. List of high profile jobs compared to financial planning; Problem experienced with a planner.
- Smart Ways to Bring in 2nd Generation Clients. Rozen, Miriam // Financial-planning.com;11/27/2015, p4
The article presents tips from financial experts on how should financial consultants be able to forge relationship with the children of their clients for handling its inheritance and asset value.
- 'Fiduciary': One Word, Many Views. Rattiner, Jeffrey H. // Journal of Financial Planning;Nov2005, Vol. 18 Issue 11, p38
This article presents the views of several members of the Financial Planning Association and outside experts about the role of being a fiduciary and how it plays into their practices. The planners have varied viewpoints about when someone should act as a fiduciary. The interviewees, however,...
- Financial planning's domino effect. Griffin, Ray // Money Management;3/29/2007, Vol. 21 Issue 11, p16
The article discusses the impact of a financial planner's advice on the family of the client receiving it. He says that a good financial planning advice is beneficial to the immediate and extended families of the client. The Financial Planning Association (FPA) claims that its members provide...
- Bottom's Line: A Midsummer Night's Musing. Wagner, Richard B. // Journal of Financial Planning;Aug1997, Vol. 10 Issue 4, p42
This article deals with the assumptions within financial planning relationships. Assumptions are necessary tools and indispensable shortcuts--particularly in the intense atmosphere of a relationship's beginnings. Financial planning relationships are as complex as humans get. It is where reason...
- Life Stories. KASS, ELLIOT // Onwallstreet.com;Mar2014, Vol. 24 Issue 3, p48
A personal narrative is presented which explores the author's experience of how she became financial planner and putting her clients' interests first.
- Positive charge. Byrne, Tony // Money Marketing;1/10/2013, p21
The author comments on how the government's Retail Distribution Review (RDR) helps create better relationships between clients and independent financial advisers (IFA) in Great Britain.