Tag: practice management
Mar 23, 2012
Investment News this week published its list of the top 15 financial advisers that other financial advisers should follow on Twitter. Rick was one of the 15. The list, created by financial planner Michael Kitces, highlighted those who are “using...
Oct 21, 2011
“Rick Kahler’s blog communicates insights on investing through a tight coordination of text, video, and audio.” That’s what John Kador from the online Registered Rep. magazine had to say about the KFG blog in naming it one of the top ten...
Jan 24, 2011
If you’re a plumber, do you send your sister a bill for replacing her leaking shower head? If you make your living as a massage therapist, do you expect your mother to pay you for her twice-monthly massages? As a financial planner, do you charge your family...
Apr 19, 2010
A student, I’ll call Sally is finishing her master’s degree in financial planning. Two years ago, Sally completed a paid internship at my office and did a fine job. This year, she applied with us to complete the practicum that is one of her graduation...
Mar 12, 2010
My warts are showing. I recently did an interview with Lisa Shidler, InvestmentNews, about my biggest professional mistake. I hesitated before I did the interview wondering, “Do I really want to share my shortcomings with the whole...
