Life Planning Meets Retirement Planning
- Helping Clients Contain their Concerns. Maton, Cicily Carson; Maton, Michelle // Accounting Today;1/26/2009, Vol. 23 Issue 2, Special section p18
The article suggests ways for financial advisors on helping clients to contain their worries on retirement planning issues in the U.S. It emphasizes the need for advisors to be diligent and proactive in their communications with clients and provide them with perspectives to ease their concerns....
- PRESIDENT'S MESSAGE. Nicolette, Nick // Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p4
The article discusses reports published within the issue, including "The Challenge: Quality Client Communication," by Melissa L. Orrell.
- Tell Them More. Horwitz, Michael B. // Financial Planning;Jan2006, Vol. 36 Issue 1, p81
The article provides advice to financial planners on responding to the questions that potential clients might ask them at their initial meeting. Most clients in the United States get their questions from Websites of the Financial Planning Association or the National Association of Personal...
- Tailoring Client Communications. McCarthy, Ed // Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p20
The article focuses on the significance of addressing professional communication between financial advisers and clients in the finance industry in the U.S. It stresses that identifying the client's personality is a key element in understanding the type of financial proposals that advisers must...
- The Challenge: Quality Client Communication. Orrell, Melissa L. // Journal of Financial Planning;Sep2007 Supplement, Vol. 20, p8
The article discusses the importance of financial planners' communication with clients. The author compares financial planners to mathematicians, marriage counselors, and coaches. Clients who attempt to alter their retirement plans abruptly are often not adequately educated on the financial...
- Profiting From Retirement Planning. Haas, Donald Ray // Advisor Today;Jun2001, Vol. 96 Issue 6, p88
Suggests ways on how financial advisors can profit from increased demand for retirement planning services. Description of the 21st century retirement; Career options for retired people.
- Clients are thinking more about retirement. Fevurly, Keith R. // Best's Review / Life-Health Insurance Edition;Feb1994, Vol. 94 Issue 10, p66
Reports on the result of the 1993 College for Financial Planning Survey of Trends conducted on selected Certified Financial Planners in the United States. Retirement planning as the most important concern; Age profile of a typical planner's client; Factors to be considered in retirement...
- Planners still preferred. Pokrajac, Milana // Money Management;7/15/2010, Vol. 24 Issue 25, p6
The article reports on the research conducted by Investment Trends claiming that financial planners are still preferred by consumers for retirement planning advice.
- Find someone to trust. Kok, Leon // Finance Week;12/03/99, p35
Presents advice on selecting a retirement planning adviser. Selection from options, such as a financial company, a private bank, a trust company, a small management firm or a private financial consultant; High premium on independent advice; References from other clients; Investment and research...