By Joel Redmond, CFP
“The world has changed. I see it in the water. I feel it in the earth. I smell it in the air. Much that once was is lost, for none who now live remember it.” - J. R. R. Tolkien
Many commonplace activities we thoughtlessly undertake today are, in fact, miracles – things undreamed of by previous generations.
Continue reading How to Think Like a CEO and Help Clients Prepare for Transition
By Taylor Liao, CFP
When financial planners discuss client classification, they typically talk about the type of client that they want to work with. Some may choose high net worth clients because they pay more and have more assets to manage. There is only one type of client that I will not work with.
Continue reading Proper Communication for Better Client Relationships
by Jaeyoung Yang, CFP
It has been quite a while since the profession of financial planning was first introduced to Korea. However, it was only a few years ago that the general public became aware of the term, financial planning, and started to show their desire to receive the service.
Continue reading Job Perks of Financial Planning
By Suresh Sadagopan, CFP
Believe it or not – we are constantly trying to sell, convince or persuade people to agree with our way of thinking. This is irrespective of what we do in life.
Continue reading Clear Expectations Lead to Longer Lasting Relationships
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.
Continue reading Improve Client Experience Through the Proper Use of Internet 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?
Continue reading Client Relationship Building Through Social Media and Technology