Articles from Practice Management Solutions magazine
Is This the Financial Planner of the Future?
by Caleb Brown, CFP®
What does the next 10 years have in store for planners and the profession?
Lack of Clarity Holds the Profession Back
by Nathan Gehring, CFP®
What is financial planning?
A New Direction In Leadership
by Barbara Kay, LPC, RCC
Can the four As of leadership help you?
3 Questions on Accountability
interview by Gary Bradt, Psy.D.
Roger Connors and Tom Smith say accountability is key to leadership.
When Facebook Becomes a Financial Services Company
by Timothy D. Welsh, CFP®
How will the "Bank of Facebook" affect your firm?
Having Your Own Financial Planner Is the Start of Trust From the Inside Out
by Lisa A. K. Kirchenbauer, CFP®, RLP®
Put yourself in clients' shoes and become a better planner.
3 Questions on Money and Leadership
interview by Gary Bradt, Ph.D.
Leadership guru Tommy Spaulding defines ROR as "return on relationship."
A Different Perspective on Life Planning-and Death
by Samuel P. Hull, ACC, CPCC®, RLP
How a near-death experience changed a planning philosophy.
Building a Modern Financial Planning Firm
by Bill Winterberg, CFP®
How far can technology take your firm?