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Will your financial planning clients really reach their goals?

Taylor Liao, CFPBy Taylor Liao, CFP, Chinese Taipei

Every client’s situation is different making it impossible to use the same model for every client. I start over with every case I handle because each client has a unique problem that requires me to be patient and accompany them through the financial planning process. In this blog, I will share with you things I’ve learned through many years of financial planning practice experience.

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Tony Vidler

New Zealand

Tony VidlerTony has been working in the New Zealand financial services industry in advisory and management capacities since June 1990, beginning as a tied life agent. Over his career he has been involved in agency management roles; started, grown and sold a sizeable investment and insurance brokerage business of his own; been personally involved in business development with hundreds of advisers; heavily involved in professional development and the evolution of regulation in the financial services industry; executive sales and marketing management and been a leading figure for many years.

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Does a Financial Planner NEED to be able to Write Comprehensive Financial Plans?

Simon Hassan, CFPBy Simon Hassan, CFP, New Zealand

Should surgeons be able to do surgery, or pilots fly planes! Of course a financial planner (and a CFP professional is supposed to represent the top rung on financial planning’s ladder) needs to be thoroughly capable of creating sound financial plans. If this was not the case it would be high time to invent another name for our profession!

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