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Financial Advisor December 2010 Mary Rowland	Retreating To Move Forward George Kinder's five-day workshop teaches planners how to achieve the things closest to their hearts, and helps them teach clients in turn.
Financial Advisor August 2008 Mary Rowland	Worldwide Kinder The Kinder Life Planning Institute teaches financial advisors that it's not just about how you charge for your services but how you deliver them and how you create a different relationship with the clients.
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 Advisor September 2011 Mary Rowland	Second Chapter Why I chose life planning as my new career.
Registered Rep. March 1, 2003 Anne Field	Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service.
Financial Planning February 1, 2007 Marshall Eckblad	Bookshelf Financial planning Zen -- Lighting the Torch: The Kinder Method of Life Planning by George Kinder & Susan Galvan.
Financial Planning September 1, 2006 Joan Warner	Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it.
Financial Advisor December 2006 Mary Rowland	The Real Scoop On Manipulating The Press Financial advisors need to understand that talking to journalists is not a substitute for working on a marketing plan.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
Financial Advisor April 2007 David Drucker	Becoming Fashionable Financial advisors need to help their clients understand that a fulfilling retirement combines a wide range of variables such as having a clear vision of retirement goals as well as financial preparedness.
Investment Advisor September 2009	The Three Questions The signature exercise that Kinder's Institute of Life Planning conducts at its workshops to help an individual discover what's most important to them is to ask themselves the three questions. Advisors would do well by asking clients the same.
Financial Planning June 1, 2007 Marie Swift	Great Communicators Learning to listen and express yourself clearly is the most important part of financial advisors' marketing strategy.
Financial Advisor April 2010 Roy Diliberto	Whose Discovery Is It? The questions we ask our clients in our quest to serve them may end up being therapeutic for them.
Financial Advisor March 2007 Lee Eisenberg	Saints In Shoulder Pads Many people don't seem fundamentally inspired by the retirement life they imagine for themselves. It just might take a financial advisor who doubles as a creative writing teacher to help clients get over their Inspiration Deficit Disorder.
Investment Advisor August 2010 Olivia Mellan	Elizabeth Jetton Elizabeth merged her firm with RTD Financial Advisors in 2007 and now has freedom to still see clients but also speak around the country, teach in California Lutheran's MBA program, write, and coach other financial planners and firms.
Financial Planning September 28, 2009 Bob Veres	Scripts from the Past The intersection of money, psychology and financial planning.
Financial Advisor December 2011 Bill Bachrach	Higher Ethics It's unethical and out of integrity to be a financially unsuccessful financial advisor.
Financial Planning December 1, 2012 Bob Veres	Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description.
Investment Advisor February 2008 James J. Green	Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being.
Financial Advisor June 2005 Roy Diliberto & Mitch Anthony	A Practice You Can Live With Don't let your financial advisory business become your master.
Financial Planning November 1, 2011 Ann Marsh	Performance Driven For their first 25 years in business, married financial planners Dianne and Thomas Melton, founders of Melton Financial Group in Roseville, Calif., didn't tell clients about their previous lives as Las Vegas performers.
Financial Planning May 1, 2011 Michael F. Kay	Beyond Numbers At my firm, we use financial life planning tools as part of our process, and we take the time to understand the client's past, present and future goals for life transitions and retirement.
Financial Advisor October 2010 Mary Rowland	Quietly Contrary Some advisors find success by scorning conventional wisdom about size, growth and clientele.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Investment Advisor March 2006 Angela Herbers	The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
Financial Advisor September 2007 Bruce W. Fraser	The Back-To-Nature Boomers Advisors help clients make their rural dreams a reality -- and sometimes their own.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning September 1, 2008	Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for.
Investment Advisor October 2009 Lewis Schiff	The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice.
Financial Planning July 1, 2013 Katie Kuehner-Hebert	Quitting Your Job? Create an Exit Strategy Advisors considering a change of venue need a game plan and a clear sense of who owns their client relationships.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Financial Advisor March 2011 Roy Diliberto	The Importance Of A Vision Without a clear vision of what you want your financial business to look like, your business plans may have little chance for success.
Financial Planning March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Financial Advisor October 2005 Bruce W. Fraser	Documents That Make A Difference For financial planning practices, a business plan not only allows you to stand on the mountain top and see the big picture but gives you the opportunity to understand all the facets that intersect to create that panorama.
Financial Planning July 1, 2010 Marie Swift	What Have You Done For Me Lately? Do your clients understand the true value of what you do? Your best defense may be to make sure that you're articulating the value of the various services you perform.
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Financial Planning November 1, 2005 Suzanne McGee	Why Can't We Be Friends? You socialize with your financial advisory clients. You know their dreams, fears and bad habits. How do you draw a professional line?
ONLINE Jul/Aug 2007 Jill O'Neill	Making Sense of Users: One Person's Experience The objective of the Making Sense of Users workshop was to explore how econtent buyers and sellers see their users. To do this, we applied Cognitive Edge facilitation methods to identify emergent archetypes, themes, and values from stories related to user experiences with econtent.
Financial Planning April 1, 2013 Scott Wenger	Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Advisor July 2011 Roy Diliberto	Priorities--Yours Or Your Clients'? Getting at a client's true priorities should be an essential part of every advisor's efforts.
Financial Advisor June 2007 David J. Drucker	Defining Success Do financial industry studies of profitability and compensation measure success the way you define it? Maybe it's time for the media to abandon assets under management in favor of a more appropriate measure of advisors' accomplishments.