TITLE

Web Directory

PUB. DATE
February 2003
SOURCE
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Directory
ABSTRACT
The sections provides information on several events related to financial planning. FPA Dialogue Series is a live event series about the future of the financial planning profession. FPA Dialogue actively encourages professional relationship development, idea generation and knowledge exchange. Financial Planning Association's Internship Program serves as a clearing-house for individuals seeking internships and for financial planning firms and planners seeking interns. LINK, a full-service conference provider, offers members real-time teleconferencing with significant savings via the Web, telephone or both. Reservations are not required. LINK provides all operator-assisted teleconference call types.
ACCESSION #
16940493

 

Related Articles

  • Selling Yourself. Calendrillo, Paul // Bank Investment Consultant;Nov2006, Vol. 14 Issue 11, p39 

    The article offers tips for financial advisors on creating a value statement for different clients. The author believes that it not bad for financial advisors to brag a little about their achievements in the value statement. He also emphasizes that an effective value statement should cover how...

  • Practice Tips. Kinder, George; Galvan, Susan // Financial Planning;Mar2005, Vol. 35 Issue 3, p26 

    Provides tips to financial advisers in improving their professional relationship skills. Reminders to financial advisers in handling their clients' emotional reactions to financial life circumstances; Qualities and characteristics of an effective financial adviser; Skills that need to be...

  • EVOKEâ„¢: A Life Planning Methodology for the Coming Revolution in Client Relationships. Kinder, George; Galvan, Susan // Journal of Financial Planning;Apr2005, Vol. 18 Issue 4, p46 

    • Financial planners have always consulted with their clients concerning their goals, typically from the point of view of money goals rather than life goals. Today's complex economic environment, however, requires a deeper and more realistic approach. The advisor and the client must build...

  • Beating the Market: What Are Clients Really Asking You? Tyrpak, Michael // Journal of Financial Service Professionals;Jul2015, Vol. 69 Issue 4, p14 

    One of the biggest challenges to any advisor, young or old, can be "beating the market." This is one of the most common challenges a new or even long-standing client will present--often after a quarterly or annual statement is received, or when the media picks up on a new high for an index like...

  • Internet Impact. Veres, Bob // Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p34 

    This article discusses the impact of the Internet on the financial planning profession in the U.S. as of September 2002. There are several changes brought about by the three major communications innovations of the past five centuries. The first, which has been studied in depth by historians, is...

  • Make Your Networking Count! Ritchlin, Lance // Journal of Financial Planning;Nov2008 Make History Supplement, p20 

    The article offers advice for attendees of the Financial Planning Association (FPA) Boston 2008 conference seeking to network with other professionals at the event. Attendees are advised to visit the conference Web site to plan which fellow attendees they wish to contact and plan which...

  • WHY can't we be Friends? McGee, Suzanne // Financial Planning;Nov2005, Vol. 35 Issue 11, p62 

    Discusses ways in keeping personal and professional relationships separate in the financial planning industry. Factors to consider in drawing a professional relationship with clients; Reasons behind the need for financial planners to impose limitations on personal ties with clients; Risks...

  • The Planner's Mission. Morrow, Edwin P. // Journal of Financial Planning;Apr96, Vol. 9 Issue 2, p83 

    This article highlights the importance of a mission statement to a financial planner and suggests several opportunities for developing a clearer, more precise mission statement. Recent statistics show that roughly 50 percent of all business and professional organizations have developed a formal...

  • Bulletins: Timely, Newsworthy Marketing Tools. Melchinger, John H. // Journal of Financial Planning;Apr96, Vol. 9 Issue 2, p85 

    This article highlights the importance of bulletins for financial planners. One excellent vehicle for them to use to get people to think about their own situation and provoke them to take action is a bulletin. Bulletins are single-topic news briefs issued on a need-to-know basis to all or...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics