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Client Relationship Building Through Social Media and Technology
By Patrick Canion, CFP Advances in technology provide wonderful opportunities for advisers to improve their client interactions and make the client advice experience more tangible and fun. Just ask...
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Improve Client Experience Through the Proper Use of Internet Technology
By Taylor Liao, CFP Our profession is quite special: everyone needs it, yet its public recognition is low, especially in Taiwan. Usually when we talk to the public about financial planning, we have to...
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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. A mother needs...
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Job Perks of Financial Planning
by Jaeyoung Yang, CFP It has been quite a while since the profession of financial planning was first introduced to Korea. However, it was only a few years ago that the general public became aware of...
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Proper Communication for Better Client Relationships
By Taylor Liao, CFP When financial planners discuss client classification, they typically talk about the type of client that they want to work with. Some may choose high net worth clients because they...
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How to Think Like a CEO and Help Clients Prepare for Transition
By Joel Redmond, CFP “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...
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How Does your Advice Process Reflect the Findings of Behavioral Finance?
By Taylor Liao, CFP, Chinese Taipei As a financial planner, it was hard for me to understand what it was like for my clients. Consumers get their information from and are influenced by several mediums...
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Will your financial planning clients really reach their goals?
By Taylor Liao, CFP, Chinese Taipei Every client’s situation is different making it impossible to use the same model for every client. I start over with every case I handle because each client has a...
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Did Debt Kill the Retirement Dream?
A Discussion of Financial Planning and the Challenges of Modern Retirement Planning By Cora Pettipas, Vice President and a Board of Director of the National Exempt Market Association (NEMA) in Canada...
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