Carolyn McClanahan
Director of PlanningCarolyn is a CFP and M.D., and is the director of financial planning at Life Planning Partners in Jacksonville, Florida. Follow her on Twitter at @CarolynMcC.
Carolyn is a CFP and M.D., and is the director of financial planning at Life Planning Partners in Jacksonville, Florida. Follow her on Twitter at @CarolynMcC.
The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.
If clients are unhappy with any aspect of their life that financial planning will solve, make that the primary focus.
Here's how to create a corporate culture that advisers and clients want to be associated with.
From health care expenses to taxes, how planners can help clients strategize.
Try these tips to improve credibility, gain free exposure and develop a solid voice.
Try these tips to improve credibility, gain free exposure and develop a solid voice.
Life insurance and annuity sales are the elephant in the room when it comes to the fiduciary standard.
Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.
"Just the talk about the rule has been free advertising for planners committed to prioritizing their client's needs over juicing their own compensation," says one leading fiduciary planner.
Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.