Financial Planning and the Foundation for Financial Planning recognize life-changing volunteerism with the 2nd annual Pro Bono Planners of the Year Awards.
Take advantage of the latest features we've made available to you in the new Financial-Planning.com. At Financial Planning we are dedicated to the needs of the independent financial planner. Personalize your experience by taking advantage of our new iFP section and receive news, opinion, expert advice and practical business building ideas delivered to you anytime, anywhere.
Within the “fee-only” landscape, there are a number of ways to charge clients. Being up front and honest about your fees is one way to build trust with clients says advisor Karen Ramsey.
In this era of business casual attire, are you costing yourself potential clients by not dressing the part? Thomas and Robert Fross of Fross & Fross Wealth Management explain the power of dressing for success.