From Seurat to Starbucks
From Seurat to Starbucks
Apr 28, 2014
A meditation on connection, communication and trusts…
Planners on Campus
Planners on Campus
Apr 25, 2014
Why does financial planning have a hard time gaining traction in higher education?
FINRA Wants B/Ds To Dig Through Advisors' Pasts
FINRA Wants B/Ds To Dig Through Advisors' Pasts
Apr 24, 2014
FINRA passed new rules Thursday requiring broker-dealers to perform background checks on incoming brokers. But while most of the top firms already screen new recruits, the new rules could force out up to 5 percent of advisors with past issues...
Registration Criteria for CFP Board Registered Programs
Apr 24, 2014
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How to Ask Your Prospect Questions with Major “Impact”
How to Ask Your Prospect Questions with Major “Impact”
Apr 24, 2014
Instead of asking your standard run-of-the-mill questions, help your prospect think through the consequences of action versus inaction
students
Seven Top Financial Planning Programs
Apr 24, 2014
Making financial planning a viable academic pursuit for undergraduates is meant to overcome one of the industry’s big obstacles: the fact that young people just don’t seem that interested in joining it. Consider that only 11 percent of...
Eight Marketing Lessons from "Mad Men"
Apr 23, 2014
As the hit series “Mad Men” begins its long goodbye, many diehard fans are already in mourning. Few characters have captivated audiences – and the financial services sector as a whole – like the charismatic but tragically...
The Art of the Deal (Part Five)
The Art of the Deal (Part Five)
Apr 22, 2014
Throughout our “deal” discussion it has been clear that my principal advice has focused on your ability to professionally take control of the process. Presenting yourself and your practice in a positive light takes a bit of effort on...
Marilyn MohrmanGillis
CFP Board Responds to WealthManagement.com Survey
Apr 22, 2014
A recent WealthManagement.com article (“Is the CFP Board Losing Credibility in the Eyes of Advisors?,” April 11) does not provide an objective or balanced report on the attitudes of CFP professionals or CFP Board. The article seems to...
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