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Financial Planning
April 1, 2010
John J. Bowen, Jr. |
Delegate It! You can avoid many distractions in your advisory practice by applying the rule of the four D's to every task, in this order: Drop it, defer it, delegate it, and do it.   |
Financial Planning
April 1, 2010
Donna Mitchell |
The Philosopher At a certain point in the financial planning process, the advisor needs to step back and ask, "What's the purpose of all of this?" So teaches George Kinder, founder of the Kinder Institute of Life Planning. |
Financial Planning
April 1, 2010
Ilana Polyak |
Bank On This For more than a quarter of a century, David Ellison's fund has focused on financial services stocks, namely banks. So you would think that he would buy and hang on to these stocks no matter what the market threw his way. But he didn't. |
Financial Planning
April 1, 2010
Vitaliy Katsenelson |
Breaking Point Greater government involvement in the financial sector is not something you thought you may ever ask for, but it has turned into a necessity in order to preserve -- not destroy -- capitalism. |
Financial Planning
April 1, 2010
Robert Isbitts |
Keep the Bulls Running There is a great chance that, regardless of economic and market conditions, you as an advisor can still find the bulls out there lurking, as long as you have the right investment styles and asset classes populating your portfolio. |
Financial Planning
April 1, 2010
Brian Hamburger |
Full Disclosure Protecting client privacy is one of the most important responsibilities of any financial advisor. And it's about to become one of the most time-consuming and highly regulated aspects of the business as well. |
Financial Planning
April 1, 2010
Donald B. Trone |
Step One: Analyze Regardless of when a fiduciary standard is implemented and whichever group is assigned to monitor it, one thing is certain: You will need to build an investment management process that meets a higher standard of care. |
Financial Planning
April 1, 2010
Dan Moisand |
Out of Touch One advisor tells why social media is not for him or his practice. |
Financial Planning
April 1, 2010
Carl Richards |
Planning Without Fear To this advisor financial planning needs to be rooted in the present. Less planning, more facts. |
Financial Planning
April 1, 2010
David E. Adler |
Impulse is Bliss The capacity to make decisions, including financial decisions, changes dramatically over the life cycle. Advisors should understand and use this. |
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