Categories

A sample text widget

Etiam pulvinar consectetur dolor sed malesuada. Ut convallis euismod dolor nec pretium. Nunc ut tristique massa.

Nam sodales mi vitae dolor ullamcorper et vulputate enim accumsan. Morbi orci magna, tincidunt vitae molestie nec, molestie at mi. Nulla nulla lorem, suscipit in posuere in, interdum non magna.

Good Practice Management and Sales: A Continued Tug-of-War

Almo Lubowski, CFPBy Almo Lubowski, CFP, South Africa

Nobody is under any illusion that a financial planning practice is in the business to be profitable and serve as a source of income for its owners and employees. However, it is unfortunate that many still overlook the need to engage in implementing some important practice management strategies for their businesses in favour of purely focusing on sales targets and production.

Continue reading Good Practice Management and Sales: A Continued Tug-of-War

CFP Professionals: Building Awareness and Overcoming Regulatory Limits

Taylor Liao, CFP

By Taylor Liao, CFP, Taiwan

CFP professionals in Taiwan have to accomplish thirty hours of CPD courses every year, but that may vary depending on the territory. It is hard to learn the knowledge of running an advisory firm due to the lack long standing financial planning firms in Taiwan.

Continue reading CFP Professionals: Building Awareness and Overcoming Regulatory Limits

How to Run a Successful Financial Planning Firm and Why So Many Others Fail

By Taylor Liao, CFP

CFP certification has been in Taiwan for around 10 years, but the financial planning profession is still developing. There is one statistic that really sticks out here in Taiwan: a very low percentage of individuals who receive their CFP certification actually become financial planners. What happened to those people who spent lots of time and money studying for and passing the exam?

Continue reading How to Run a Successful Financial Planning Firm and Why So Many Others Fail