Client Relationship

CERTIFIED FINANCIAL PLANNER professionals may become certified to use the CFP Marks in more than one territory by obtaining CFP certification from the FPSB Member in the new territory. Those Individuals must abide by the certification renewal requirements of FPSB Members in both the home and new territories. Use the form below to determine what the across-border certification requirements are in your territory:

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How to Think Like a CEO and Help Clients Prepare for Transition

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.

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Proper Communication for Better Client Relationships

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.

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Job Perks of Financial Planning

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.

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Clear Expectations Lead to Longer Lasting Relationships

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.

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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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