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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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Clientele Networks and the Triple Win

Daehong Kwon, CFP, KoreaBy Daehong Kwon, CFP

I seek to be a professional financial planner, but still have a long way to go before claiming with confidence that I have done everything to reach that level. For now, I am striving to be the best, irreplaceable financial planner to my clients I am servicing, and, at the same time, I am observing excellent financial planners around me to learn from them.

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How to Connect with Clients Better

By Taylor Liao, CFP

What is the key to being a competent financial planner: skills, knowledge or something else? The answer may not be how professional one acts or how amazing their presentation is: thick stacks of paper with fancy drawings that deliver the perfect solution for the clients every time.

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Traits of a Professional: Time for Financial Planners to Change

By Niraj Nanal, CFP

The dictionary meaning of the word professional is 1) of or belonging to a profession 2) doing something as a job rather than as a hobby and/or 3) competent. The meaning signifies many things about how a professional operates. In the normal course of life, we come across many professionals such as doctors, lawyers, chartered accountants etc.

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Professionals vs. People in the Financial Services Business

By Mark DiGiovanni, CFP

In its summer 2005 issue, the American Academy of Arts and Sciences published a piece in its journal Daedalus titled “The Professions in America Today: Crucial but Fragile.” The article offered this definition of a profession:

Generically, professions consist of individuals who are given a certain amount of prestige and autonomy in return for performing for society a set of services in a disinterested way.

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Growing Literature of the Financial Planning Profession

By Paul Rabenowitz, CFP

The literature of professionalism in financial planning is rapidly growing. This is a testament to an industry in search of itself.

In 2009, FPSB published “The State of the Financial Planning Profession in the “Post-Trust” Era.”

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Professionalism is MUCH more than Exams and CPD

By Simon Hassan, CFP

Financial planners still have a way to go before we will be widely recognised as professionals. No one could disagree with Martin Bamford that there’s more to it than getting qualifications, signing a code of ethics and doing CPD.

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Professionalism in Financial Planning is More than Exams and CPD

By Martin Bamford, CFP

Professionalism is such a hot topic in the UK this year. It forms one of the three main strands of the Retail Distribution Review which is being fully implemented on 31st December, along with disclosure of status and transparent charging.

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