Focused on the Future

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Focused on the Future

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How Can You Educate Clients and Their Families on Financial Basics?How Can You Educate Clients and Their Families on Financial Basics?

Hear a podcast on the free Know Yourself, Grow Your Wealth® program from The American College of Financial Services.

Dec 4, 2024

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The Profession Has Failed Past Entrants The Profession Has Failed Past Entrants

byGeorge Nichols III

Nov 12, 2024

9 Min Read

Female Advisor Breakfast RIA Edge West

Professional Development

The Unrecognized Impact: Navigating Women’s Careers in Wealth Management Amid M&A Turbulence The Unrecognized Impact: Navigating Women’s Careers in Wealth Management Amid M&A Turbulence

byShannon Rosic - Moderator

Oct 29, 2024

6 Min Read

Focused on the Future Podcast George Nichols American College of Financial Services

Client Relations

Focused on the Future: Unlocking the Future of Financial Advising with George Nichols Focused on the Future: Unlocking the Future of Financial Advising with George Nichols

bySuzanne Siracuse

Oct 16, 2024

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Expanding Special Needs Planning for Advisors and Clients Expanding Special Needs Planning for Advisors and Clients

Oct 9, 2024

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Professional Development

Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez 09-25-2024 Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez

Sep 25, 2024

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Growth by Inclusion Think Tank with George Nichols

Growth by Inclusion Think Tank with George Nichols

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New Retirement Income Literacy Study and Client-ready quiz

New Retirement Income Literacy Study and Client-ready quiz

2024 Wealth Management Industry Awards Wealthies DEI think tank

Industry News & Trends

Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It

Some Firms Tweak the Messaging Around DEI, But Don't Retreat From It

byPatrick Donachie, Senior Reporter

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Business Planning

An Investment in Women Is an Investment in the Future

An Investment in Women Is an Investment in the Future

byHannah Buschbom and Thomas Goodson

Reimagining the Client Experience for the Next Generation of Financial Decision-Makers

Reimagining the Client Experience for the Next Generation of Financial Decision-Makers

byHeather Robertson Fortner

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Focused on the Future: Lazetta Braxton Offers Advice on Making an Impact by Doing the Work

Focused on the Future: Lazetta Braxton Offers Advice on Making an Impact by Doing the Work

Focused on the Future Wealth Management EDGE

Diversity & Inclusion

Making a Business Case Moves Diversity Initiatives Forward

Making a Business Case Moves Diversity Initiatives Forward

byPatrick Donachie, Senior Reporter

Nicole Ridley FARE

The Power of Representation

The Power of Representation

byNicole Ridley

Estate Planning

Live from Heckerling: Increasing Diversity in Estate Planning, One Year Later

Live from Heckerling: Increasing Diversity in Estate Planning, One Year Later

bySusan R. Lipp - Moderator, Editor in Chief

Financial Planning

Can The Wealth Management Industry Change Its Model To Reach a Diverse Client Base?

Can The Wealth Management Industry Change Its Model To Reach a Diverse Client Base?

byPatrick Donachie, Senior Reporter

Financial Literacy Advocate Brings First Fraternity to Financial Planning

Financial Literacy Advocate Brings First Fraternity to Financial Planning

byDiana Britton, Managing Editor

Business Planning

Why DEI Efforts Shouldn’t Slow Down in a Downturn

Why DEI Efforts Shouldn’t Slow Down in a Downturn

byJosette Thompson

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Professional Development

Is FinServ Prepared for My Braid-Wearing Gen Z Daughter and Her Peers?

Is FinServ Prepared for My Braid-Wearing Gen Z Daughter and Her Peers?

byLazetta Rainey Braxton

Diversity & Inclusion

Seven Steps to Drive Real Diversity in Financial Services

Seven Steps to Drive Real Diversity in Financial Services

byBrad Tank, Chief Investment Officer—Fixed Income

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Diversity & Inclusion

CFP Professionals' Diversity Grows, But Lags U.S. Demographics

CFP Professionals' Diversity Grows, But Lags U.S. Demographics

byPatrick Donachie, Senior Reporter

My Three Charges for DEIB Allies

My Three Charges for DEIB Allies

byLazetta Rainey Braxton