By Lovaii Navlakhi, CFP
Last week, I heard about my friend’s colleague who passed away in an accident – he used to be a client of ours. He had done some investments through us a few years back and we had also done a financial plan for him, but before we could discuss execution he moved away and then didn’t follow through with us.
Continue reading Financial Planners Save Lives
By Taylor Liao, CFP
In Shakespeare’s drama ”Hamlet”, Prince Hamlet said “There is nothing neither good nor bad, but thinking makes it so.” I say that there is no career neither good nor bad, but your choice makes it so. Your career reflects your philosophy of life and values.
Continue reading My Fulfilling Career as a Financial Planner
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.
Continue reading How to Connect with Clients Better
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.
Continue reading Professionals vs. People in the Financial Services Business
By Michael Snowdon, CFP
FPSB’s Financial Planner Code of Ethics and Professional Responsibility creates the foundation for CFP professionals. Principle number 1 – Client First – is the cornerstone of that document. Here is what it says:
Place the client’s interest first. Placing the client’s interests first is a hallmark of professionalism, requiring the financial planning professional to act honestly and not place personal gain or advantage before the client’s interests.
Continue reading Financial Literacy Month: How to Spread Financial Literacy in your Firm and Community