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- financial planners Pay More Attention to P/C Insurance and Risk Management
- Property/casualty insurance and risk management increasingly play a role in financial planning, according to a survey by the Chubb Group of Insurance Companies. Fifty-seven percent of the 102 financial planners surveyed indicated that they evaluate their clients' asset protection through property/casualty insurance. An even higher number, 72%, said they determine...
- White papers 2006-03-22
- Detailed Revenue Plan
- This template helps financial planners analyze forecasted revenue from each customer during a fiscal year.
- Tools & templates 2004-04-21
- How financial planners Can Add Value To The Estate Planning Process
- As financial planners, one needs to develop, more than a high-level understanding of one’s clients’ estate planning goals. Although nonattorney planners cannot draft documents or otherwise practice law, there are a number of ways one can play an active role in the estate planning process. This article offers practical suggestions...
- White papers 2003-12-01
- Contributions Including A Decreased Loan Life In The Mortgage Decision
- The article explains that client may face many issues when selecting a mortgage, and financial planners can play an intricate role in the decisions that must be made. This article addresses the 15-year versus 30-year maturity decision and the number of points to pay in the context of the impact...
- White papers 2003-12-01
- Generation X: Understanding Their Risk Tolerance and Investment Behavior
- The financial services industry has largely overlooked the 45 million members of Generation X—those born in 1964 through 1980. To best serve this group of potential investors, financial planners must understand their tolerance for risk. This article explains the study explores Gen Xers’ risk tolerance by evaluating their propensity for...
- White papers 2003-09-01
- Creating A Strategic Marketing Machine
- From the executive summary: ‘There are many organizations that feel the need to expand a business in order to reach the next level of success. However, the financial planners are so busy doing the day-to-day work of business that they never get around to build a marketing machine that would...
- White papers 2003-01-01
- RiskPack: How to Evaluate Risk Tolerance
- A common complaint against financial planners is that their investment recommendations violate suitability standards. Evaluating a client’s risk tolerance should be a primary task for financial planners, but few planners understand the basic issues involved in risk tolerance assessment. RiskPack is a simple framework propose that separates risk tolerance into...
- White papers 2001-06-01
- World Weary
- Despite the recent lackluster performance of foreign stock funds, many financial planners say they are sticking with them for added diversification. Moreover, recent research has verified what financial planners already believed to be true: When domestic stock funds drop, so do foreign stock funds. In addition, investors would not get...
- White papers 2001-04-01
- Mood And Market Swings
- Client confidence is inexorably linked to market fluctuation, so planners must have a strategy in place to address both issues. This is a peculiarly dangerous phase to speculate in stocks. These manic mood swings have risen more than tactical challenges for financial planners; they have raised diplomatic challenges as well....
- White papers 2000-12-01
Additional Resources
- Your Planner Is Your Best Friend
- When you are organized, that will help you achieve your goals in a timely manner. You need to organize your tasks so you will know what needs to be accomplished and when they need to be accomplished. No student should be without a daily planner. You have probably used various...
- White papers 2007-01-01
- Using a Day Planner as a Life Planner
- Been there? Done that? Lost a dozen? Using a day planner is one of the most essential coping skills that someone with ADHD can develop, but it's one that a person needs to practice. Actually, using a day planner is not a single skill, but involves a set of skills...
- White papers 2006-10-25
- What Is A Time Management Planner?
- Focused on Goal will help you with your time management planning. A time management planner organizes your goals and tasks - and basically your whole life - into a convenient, structured format. You will be able to stay focused with your day planner and keep track of the time throughout...
- White papers 2006-01-01
- Time Management: Learning to Use a Day Planner
- This paper outlines a step - by - step approach for learning to use a day planner to manage time effectively and "Boost" inherently inefficient executive functions in adults with ADHD. Each individual should follow each step for at least one week, reward himself at the end of the week...
- White papers 2006-10-31
- Discharge Planner
- The Discharge Planner job description template includes the following job summary: To provide appropriate and timely discharge planning from the hospital, arrangements for follow-up health care, assessment of financial resources available for patients, and referrals to appropriate community resources as needed. Additional information available includes essential job functions, additional responsibilities,...
- Tools & templates 2007-09-09
- Cash is King, But Marketing Is Everything!
- The greatest obstacle financial planner’s face with prospective clients is the client’s fear of whether they can trust the planner. After all, he tells them that he understands how to manage their money, security and future better than they do. They must believe in him and what he is offering...
- White papers 2003-12-01
- i2 Supply Chain Planner and i2 Demand Fulfillment Stabilization for a Hi-Tech Telecommunications Company
- The client, a world leader in hi-tech telecommunications and part of a large joint venture between two global telecommunications enterprises in Germany manufacturing cellular hand phones had implemented the i2 Supply chain planner using the ELOPS template, but was encountering stabilization issues. Wipro provided help on the i2 Supply Chain...
- Case studies
- How Differentiation Within the Financial Planning Profession Affects CFP® Practitioners and the CFP Mark
- The fact that financial planning is a process and not a product now finds wide acceptance among financial planning groups and financial professionals. Consumers are beginning to understand what kind of services they should expect from someone identifying himself or herself as a financial planner. The research in this paper...
- White papers 2002-01-01
- Choosing A Paper Planner
- With the growing popularity of laptops, tablet PCs, and PDA's, more and more people are adopting some form of electronic calendar system. A large number people, however, prefer the familiarity of a paper planner - and who could blame them? Although electronic calendars offer many benefits in terms of efficiency,...
- White papers 2008-04-01
- Should You Take a Loan From Your Plan?
- One should not take a loan from ones retirement account unless it is an absolute necessity or it makes good financial sense. Determining whether a loan is right for one requires an assessment of one's financial profile and a comparison of the loan option with other options, such as taking...
- White papers 2005-11-14
- Watch Your Back
- Charting a business plan is often easy, but it is more difficult to implement the same. It is important that the business planner foresees the risks that might ruin the business in the long-run. Hence, the planner must think strategically before putting an idea to motion. The process helps in...
- White papers 2004-08-01
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