Social

Tag Archives | CFP

Surprising Leadership Qualities Financial Planning Clients Look For

Do you expect a financial planner to be a strong leader? Most clients—89%, in fact—do. This finding, from a survey conducted last fall by Advisor Impact for the Financial Planning Association, is hardly surprising. What is surprising, however, is the way survey participants described leadership. They said a strong leader should have these four qualities: […]

Continue Reading

Financial Planners’ Integrity Shown By Actions More Than Designations

Before you engage a financial planner, you want to be sure that person has the skills and integrity to represent your best interests. For years I’ve recommended using fee-only planners who hold the Certified Financial Planner (CFP) designation. I’ve held the CFP designation myself since 1983. I don’t sell financial products or receive commissions. I […]

Continue Reading

A Fast Way to Find Out if a Financial Advisor is a Fiduciary

If you consult an attorney or a doctor, you don’t have to ask whether their advice is intended to serve your best interests. It’s understood they have a responsibility to put your welfare first. There is no such understanding when it comes to financial services. Some financial advisors have a fiduciary duty requiring them to […]

Continue Reading

Rick Considering Giving Up CFP Designation

Since becoming the first Certified Financial Planner (CFP) in South Dakota in 1983, “I’ve been an ardent supporter of the CFP designation,” Rick says in a July 23 article in Financial Planning. Keeping that designation may no longer be possible for Rick and other staff members at KFG. After a year of discussions with representatives […]

Continue Reading