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Facebook Ownership and Social Media Success

By Joel Redmond, CFP

We hear often about social media and ways to use it to promote business, make connections, and even rekindle old flames. What about one of the most obvious implications of social media: the incredible wealth they confer on their founders?

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Improve Client Experience Through the Proper Use of Internet Technology

By Taylor Liao, CFP

Our profession is quite special: everyone needs it, yet its public recognition is low, especially in Taiwan. Usually when we talk to the public about financial planning, we have to do a lot of explaining to make sure they understand what we are talking about. Because of the complexity of our job and low recognition of the public, we need the help of internet technology to promote the financial planning profession.

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Social Media is Here to Stay: Ignore it at Your Peril

Nick Cann CFP United KingdomBy Nick Cann, CFP

Those professionals and firms actively engaged in financial services should ignore social media at their peril. In this era of instant information and communication, financial services really needs to up its game if the traditional names aren’t to be overtaken by the big consumer brands.

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Client Relationship Building Through Social Media and Technology

By Patrick Canion, CFP

Advances in technology provide wonderful opportunities for advisers to improve their client interactions and make the client advice experience more tangible and fun. Just ask yourself, what has a greater ‘wow’ factor: sitting with a client drawing a diagram on paper, or swapping an ipad with them that wirelessly projects the image onto a 55 inch display on the wall of your meeting room?

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Almo Lubowski, CFP

Almo Lubowski, CFPAlmo Lubowski, CFP read for his law degree (LLB) at the University of Pretoria. He subsequently qualified as an attorney and started practising law in Cape Town in 2003. In 2007 he read for his Postgraduate Diploma in Financial Planning at the University of Stellenbosch Business School and subsequently became a CFP® professional. Almo has practised as an attorney, financial planner and fiduciary specialist in his career, mostly working for his own account. He spent time at the Financial Planning Institute of Southern Africa heading up the Technical and Advocacy department until mid 2013. He is presently managing a newly formed specialist investment advice division focused on professionals.

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Why I Have Chosen To Avoid Social Media in My Financial Planning Business

Daehong Kwon, CFP, Koreaby Daehong Kwon, CFP

TGIF (Twitter, Google, I-Phone, and Facebook) has brought about a lot of changes in people’s daily lives. Along with them, KakaoTalk, a mobile “app” that is enjoying a nation-wide popularity in Korea, has been making the communication between financial planners and their clients much easier.

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How Maslow’s Hierarchy of Needs Applies to Financial Planning

By Mark DiGiovanni, CFP

Anyone who has ever taken a psychology course is familiar with Maslow’s Hierarchy of Needs. Abraham Maslow developed his theory in 1943. The hierarchy of needs, in ascending order, is:

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Financial Planning Technology and Social Media: Don’t Get Left Behind

By Martin Bamford, CFP

There is no disputing that the world has changed significantly over the past decade. Social Media has made major in-roads into our lives, changing the way in which we communicate with our friends, family and colleagues, even with complete strangers.

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