Tag: practice management
Oct 21, 2013
Catching Dolphins in a Net Meant to Stop SharksWatch this video on YouTube 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...
Oct 14, 2013
New Rules to Prevent Misuse of CFP® Designation Have Unintended ConsequencesWatch this video on YouTube 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...
Jun 5, 2012
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...
May 4, 2012
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...
Apr 20, 2012
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.”...
