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 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.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios.
The Financial Planning Pro Bono Awards recognize the community service work of advisors who have contributed their time and talents to helping those in need take control of their finances.
Financial Planning will announce the honorees in August.
Nominate an advisor or team of advisors for their outstanding pro bono achievements today!
Deadline: May 30, 2014
Click cover to learn more
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 by providing pro bono financial planning services.
Presented to a group of financial planners (office, practice, chapter) that has made a significant contribution by providing pro bono financial planning services.
Judges will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:
Reach: How many individuals have been served? When did the activity begin, how long did it take, and how often does it occur?
Results: How has the impact changed the lives of the recipients of the pro bono services? Has the nominee been recognized by others as being dedicated to achieving desired results through pro bono financial life skills outreach?
Deadline For Entries: May 30, 2014 | 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 |