Tag Archives | practice management

Catching Dolphins in a Net Meant to Stop Sharks

Integrity. Trustworthiness. A commitment to clients’ best interests. These are all essential qualities for any advisor you entrust with your financial affairs. One clue to financial planners’ trustworthiness is the certifications they hold. Designations such as CFP® (Certified Financial Planner) and Chartered Financial Consultant (ChFC) require adhering to certain professional standards and codes of ethics. […]

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New Rules to Prevent Misuse of CFP® Designation Have Unintended Consequences

You’ve decided it’s time to engage a financial planner, but you don’t know any financial planners. How do you know whom to trust? For years I have recommended that you start by finding a professional with the CFP® designation. It’s become recognized internationally as the standard for financial planning. The CFP® designation is conferred in […]

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Introducing Sarah Swantner, Senior Financial Analyst at KFG

What do you do when you enjoy math and science but have no passionate feelings about any particular career? You go to engineering school. That’s how I became a mechanical engineer by default. After a master’s degree and nearly a decade at the world’s largest technology company, I still was not passionate about the career […]

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Rick Cited as Video Pioneer

Is Rick Kahler smarter than a fourth grader? Maybe not when it comes to creating Internet videos. His own opinion, according to a May 1 article in Financial Planning magazine, is, “A third- or fourth-grader could do more with video than I can.” Still, Rick is one of a handful of planners cited in the […]

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Rick’s Blog In Top Five for Financial Advice

The KFG blog is one of five financial planning blogs chosen this week as “great resources for professional planners, do-it-yourself planners, students and faculty” as well as “good examples of how to set up and write a financial planning blog.” Brent Carnduff, a member of the Internet community SocialTurns, encourages members of the financial industry […]

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