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

  • 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...

  • 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...

  • 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...

  • 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...

  • When the Whole World is Your Client... Thompson, Duane R. // Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p32 

    This article explores the client engagements of certified financial planners in the U.S. In 1999, the Certified Financial Planner Board of Standards Inc. (CFP) adopted a revised definition of client, affirming that a practitioner is engaged when an individual reasonably relies upon information...

  • The Fine Line of Planning for Friends and Family. Opiela, Nancy // Journal of Financial Planning;Aug2004, Vol. 17 Issue 8, p36 

    This article addresses strategies used by financial planners for establishing expectations and boundaries in personal and professional relationships with family and friends. It is essential that planners explain how personal the relationship between client and planner can become, even if friends...

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