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Tag Archives | planning for planners

Rick’s Research Cited in Article on Planners Needing Planners

An article in Financial Planning by Ann Marsh, published August 4, 2014, is an excellent discussion of the reasons financial planners are well served by having their own planners. Rick is cited in the article, which is titled “No, Really: You Need Your Own Financial Planner.” Marsh also refers to Rick’s award-winning 2008 paper reporting […]

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Kahler To Address NAPFA National Meeting

Last week, The National Association of Personal Financial Advisors invited me to address their national convention, which is held in Salt Lake City, UT, this year in May. I’ll be a part of a panel discussing the future of financial therapy and headline a breakout session on why financial planners that have their own financial planner, are happier and […]

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Are Financial Planners All Talk and No Walk?

Michael Kitces, Nerd’s Eye View blog,  has a pertinent posting on his blog today regarding a topic I am passionate about, the need of financial planners to have their own financial planner.  His post was inspired by a webinar I was to do for national orgainization of financial planners on the topic.  The webinar was cancelled because […]

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What Financial Planner Has A Planner? (A Smart One)

When people ask me, “Who is your target market?”, I will often reply that we do our best financial planning for business owners, professionals, and retirees. One of the subsets of business owners that we specialize in is financial planners.  Yes, you read that right.  I’ve long been a proponent of financial planners having their […]

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