Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
Nominees must be active or retired financial planners (e.g., CFP®), registered representatives
(e.g., Series 7) or registered investment advisors.
Volunteer involvement with the nonprofit organization must be current and ongoing as of the last 12 months.
Activity must have included pro bono advice and/or financial life skills initiatives for underserved populations.
Planner of the Year
Team of the Year
Presented to a financial planner who has made a significant contribution to a nonprofit organization by offering pro bono
financial planning and/or instruction in financial life skills.
Presented to a group of financial planners (office, practice, chapter) who have made a significant contribution to a nonprofit organization by offering pro bono financial planning and/or instruction in financial life skills.
The editors of Financial Planning and officers from the Foundation for Financial Planning will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:
Number of individuals served
Number of hours contributed to pro bono outreach
How the pro bono service has changed the lives of the recipients
Whether the activity is replicable in other areas and with other organizations
Whether the activity is sustainable without the participation of the nominee/organization
Deadline For Entries: May 31, 2013 | Click here to submit a nomination.
Questions About Submissions:
Executive Director Foundation for Financial Planning email |
Editorial Director Investment Advisor Group email |
Publisher Financial Planning email |