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KISS Rule: Simple Products and Strategies Work Best for Clients

By Suresh Sadagopan, CFP

A teacher once remarked to me, “We can only simplify concepts if we have a deep understanding of the subject.” It dawned on me that this is actually a very profound statement. Only an experts know things so well that they can make the sublime, simple.

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Remuneration Models: Why Planners Shouldn’t Outsource Product Sales

By Taylor Liao, CFP

With the exception of fee-based financial planners, recommending products is a necessary part of the financial planning process. So, the question we have to ask is, “What makes us different from product salespeople?” When financial planners are deciding which product is a best fit, they are looking for a product that helps clients achieve their goals.

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Cora Pettipas, CFP

Canada

Cora is currently the Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada. Cora is also the editor of Exempt Edge Magazine, the Canadian industry trade publication on the exempt market/private equity. Cora has over ten years of experience and numerous industry accreditations. She holds a Bachelor’s degree from McGill University, a Master’s Degree (Finance and Controlling) from Swiss Management Center University and is currently a Doctoral candidate in Finance there as well.

Cora has had tenures with several financial institutions in the capacity of financial advisor, wealth management, investor services, retail banking, and financial planning. Her most recent previous position was as a Professor at Mount Royal University, where she

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How To Write Effective Financial Plans

Korean Financial Planning Professional Sunho KimBy Sunho Kim, CFP

A financial plan is the main outcome of a CFP professional‘s services. CFP professionals pay attention to the financial plan’s quality and quantity, to ensure their value is recognized by the client.Some plans end up being the size of a small book, having tables, figures, statistics, references, and appendices in them.

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Understanding Clients is the Real Job of Financial Planners

By Joel Redmond, CFP

One of the most fundamental human tendencies is to simplify. Someone asked Richard Feynman, the famous Caltech professor and theoretical physicist who shared the 1965 Nobel Prize with two other scientists, to define what he had done to win the prize – in one sentence. And Feynman’s reply was analogous to “if I could describe it in one sentence, it wouldn’t have won me the Nobel Prize.”

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KISS Rule: Keep It Simple Planners!

Jae young Yang - CFP KoreaBy Jaeyoung Yang, CFP

The KISS (Keep It Simple, Stupid!) rule is a communication strategy used in advertising. The philosophy of the KISS rule in advertising is to encourage people to make a purchase with direct, simple messages that are easily understood. Most well-known speakers use this rule to make their messages clear and moving.

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Specialisation in Financial Planning is Actually More Complicated

By Almo Lubowski, CFP

It would seem that there is a trend amongst financial planners to specialise and specifically in investments. This means that their target market is usually higher net-worth individuals, as the ordinary person does not always have high amounts of additional money to save or invest, but this is another discussion entirely. My question is whether specialising is really keeping it simple?

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Simple Financial Products Are Better. Period.

Daehong Kwon, CFP, KoreaBy Daehong Kwon, CFP

The more advanced financial markets become, the more complex financial products and services tend to get. In South Korea, the financial industry and capital markets have been making a lot of progress in the past few years. In the environment of low interest and growth rates, investors have a hard time finding palatable financial products.

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