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Welcome to the global gathering place for the financial planning profession
“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. Continue reading How to Think Like a CEO and Help Clients Prepare for Transition
After you reach a certain level of success in finance, I think there are times when every planner experiences a period of “going through the motions.” Client reviews feel forced and mechanical. Ascertaining client dreams seems prosaic and vapid. Continue reading My Defining Moment at the Dentist & Why I’m a Financial Planner
“Lights…camera…planning!” This isn’t the way we envision Hollywood, is it? Yet the way we often deal with clients, and the science of our profession in general, seems to be thoroughly imbued with a tendency to analyze, vivisect, examine, and consider – but not always the more important tendency to compel, persuade, and influence clients to take action. Continue reading Client Execution: a Time to Plan, and a Time to Act
One of the most fundamental human tendencies is to simplify. Someone asked Richard Feynman, the famous Caltech professor and theoretical physicist who shared the 1965 Nobel Prize with two other scientists, to define what he had done to win the prize – in one sentence. And Feynman’s reply was analogous to “if I could describe it in one sentence, it wouldn’t have won me the Nobel Prize.” Continue reading Understanding Clients is the Real Job of Financial Planners
Humans seem to have an instinct for categorization that is truly congenital – most of our early learning is based on prior generations’ efforts at listing, organizing, prioritizing. In chemistry we learn the diagram of a hundred or so substances that all matter consists of. Continue reading How to use Client Segmentation in your Financial Planning Practice
By Joel Redmond, CFP What should I be when I grow up? Most of us remember asking ourselves this question at some point in our lives – and answering it. Did what we told ourselves then match the careers we have now? Probably – for a lucky few. Continue reading Choosing Careers: Follow Your Heart, but Know Where the Money Is
In a previous article, we looked at the potential impact of financial planning on a nation’s GDP. Here are a few follow-up questions: What impact does financial planning have on the total cash flows of an entire nation? How is this impact divided between the component cash flows of GDP? How does a change in one part of GDP impact the other parts? Continue reading Economic Benefits from Financial Planning, Part II
By Joel Redmond, CFP We hear often about social media and ways to use it to promote business, make connections, and even rekindle old flames. What about one of the most obvious implications of social media: the incredible wealth they confer on their founders? Continue reading Facebook Ownership and Social Media Success |
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By Joel Redmond, CFP
