Is Financial Planning a Great Career for Women?

Samantha Allen
October 16, 2012

Flexibility, the ability to customize one’s practice and the entrepreneurial nature of being an advisor make the financial planning profession a great career for women, according to participants of a roundtable discussion held by Guardian Life Insurance.

Making Client Events Sexy (or at Least Fun)

Samantha Allen
October 15, 2012

LearnVest Live is arguably LearnVest’s biggest success so far: getting people, particularly young women, excited about (and engaged with) their finances. “Apparently every good-looking, successful, young working woman in Manhattan is at [LearnVest Live] right now…In case guys were wondering,” attendee Alana Taylor, tweeted from the event.

Why Are Your Clients Asking About Annuities?

Samantha Allen
October 9, 2012

Advisors report that annuities are requested by clients more than any other unsolicited product, according to a new study from Cerulli Associates.

He Said, They Said: Imaginary Planning Conversation Continues

Samantha Allen
October 4, 2012

The June 2012 issue of Financial Planning included a controversial column from industry expert, author and instigator, Bob Veres. It launched such a vigorous debate that an entire session was dedicated to continuing the conversation at the FPA annual conference in San Antonio, Texas on Monday.

Are You Helping Clients Plan for Aging Successfully?

Samantha Allen
October 2, 2012

With more and more Baby Boomers living longer and the senior population increasing faster than younger generations, we are entering the age of longevity. It's crucial that advisors help clients plan for this new chapter, said Louise Schroeder, a financial advisor and owner of Personal Financial Solutions, Inc.

Think Social Media Doesn't Work? Think Again

Samantha Allen
October 1, 2012

Some people say social media for advisors is a waste of time. Not so for Cathy Curtis, of Curtis Financial Planning, now a division of ClearRock Capital, LLC. Curtis has social media use to thank for the merger.

Why Advisors Need the CEO Mindset

Samantha Allen
October 1, 2012

Most advisors are accustomed to the idea that, for the sake of growth and development, it's important to think of their practice as a business. But, many forget that this makes them the CEO and requires a particular mindset.

What's the Most Important Tech Tool for Advisors?

Samantha Allen
September 30, 2012

With the financial crisis as the backdrop and the fiscal cliff and regulatory changes on the horizon, "you know that how you manage your practice is not going to get easier," said Bill Winterberg, of FPPad.com.

Advisors: Is It Time to Digitize Document Management?

Samantha Allen
September 30, 2012

In light of looming changes in industry regulations and advances in current technology, advisors need to act now when it comes to making data and document management electronic, Timothy Welsh of Nexus Strategy, said at FPA Experience in San Antonio on Sunday.