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Trends in the Financial Planning Industry

Mukesh Dedhia, CFP, IndiaBy Mukesh Dedhia, CFP

In India, about 10 or 20 years ago, if you were lucky enough to have a relative who was an insurance agent, your family would receive financial advice. With growing complexity in financial products, more people started looking for somebody to help them make the right decisions.

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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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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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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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Protecting Client Information: Are You Prepared for a Security Breach?

By Michael Snowdon, CFP

Isn’t technology wonderful? Think of what we can do that was not even imagined just a few years ago. Web 2.0, social media, mobile computing (even on a phone!). We can download information in seconds that would have taken days to gather in a library. We can access our office computer while out calling on clients (or sitting at the beach).

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