Louise Cole, CWC, RLP, CFP®, managing partner of The Heritage Group of North America, introduces herself as an "affluenziologist" who helps people transfer their values as well as their valuables to future generations. It is a quick and catchy way of telling people that if family unity around financial issues is important to you, then you need to call her office to learn more.

Marge Randles, CFP®, principal of The Practical Planner, says it this way: "My friends call me the financial farmer. I help my clients plant the seeds, nurture their crops and harvest the fruits of their labors when the time is right."

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