Mentoring a Junior Adviser … to Do What?
Practice management expert Joni Youngwirth shares five common reasons for developing a junior adviser—with an eye on business succession—at PracticeManagementBlog.FPAnet.org.
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A Truly Safe Investment?
In a three-minute podcast, renowned planner Harold Evensky, CFP®, AIF® (the subject of this month’s 10 Questions interview) talks about how people confuse “certainty” and “safety” and what that means for your clients.
Practice the Art of Self-Leadership
Planners face challenges. True enough, but have you explored ways to motivate and educate yourself so you can best meet those challenges? Find out how in Dan Finley’s online exclusive article.
Challenge Your Assumptions
Dick Wagner and Don St. Clair explore the history of money, the future of inflation, and the implications for the planning profession through the FPA webinar “This Could Change Everything: Challenging Our Assumptions About Money, Debt, Inflation, and Entitlements.” Purchase the archived session at FPAnet.inreachce.com.