The Advisor Project

Benjamin Daniel
  • Home
  • About
  • Resources
  • Disclaimers
Menu
  • Home
  • About
  • Resources
  • Disclaimers
  • Financial Planning Articles

    Financial Planning Articles (September 23, 2018)

    September 23, 2018

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning. What I’m Reading: Personal/Career Development The Four Skill Domains For Financial Advisor Mastery (Michael Kitces, Kitces.com) “Given these dynamics, it appears that ultimately there are four domains in which financial advisors may seek to improve their skills to advance their careers: competency (technical), empathy (relationships), sales (business development), and management (business execution).” How to Email Someone You Haven’t Talked to in Forever (Rebecca Zucker, Harvard Business Review) “However, over the years, we often lose touch with people in our network as work, family, and other demands fill our limited time. As if reaching out to…

    Read More
    Benjamin Daniel No Comments
  • CFP Curriculum Discussion Questions

    Discussion Questions: Insurance, Chapter 2 “Characteristics of Insurance”

    September 17, 2018

    Discussion Questions: information relating to the end-of-chapter “Discussion Questions” from the financial planning coursework material through New York University’s CFP® Program (in conjunction with Dalton Education). Discussion Questions for Chapter 2: “Characteristics of Insurance” Describe the personal risk management process. Page 14: “Part of the ‘analyze and evaluate’ step in the financial planning process requires that a planner perform the risk management process. The risk management process includes the financial planner reviewing all of the client’s risk exposures and determining the appropriate risk management technique for each risk. The risk management process includes: Determining the objectives of the risk management program. Identifying the risks to which the individual is exposed. Evaluating…

    Read More
    Benjamin Daniel No Comments
  • Financial Planning Articles

    Financial Planning Articles (September 3, 2018)

    September 3, 2018

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning. *** What I’m Reading: New Financial Planners/Career Changers 10 Tips for New Financial Planners to Maximize Career Progression (Michael Kitces, Kitces.com) “The key aspects you should look for when trying to get that first financial planning job: make sure it’s a firm that is really serious about doing financial planning, that you’re a good fit for the person you will be working for, that you can focus on learning and getting some experience (that includes operations and administrative experience!), and that you will have an opportunity to be involved in the process (even if it’s just behind the…

    Read More
    Benjamin Daniel No Comments

Recent Posts

  • May 30, 2024 New Advisor Marketing Inside Out (May 2024)
  • May 12, 2024 What’s Trending For New Financial Planners (May 2024)
  • Apr 30, 2024 New Advisor Marketing Inside Out (April 2024)
  • Apr 07, 2024 What’s Trending For New Financial Planners (April 2024)
  • Mar 20, 2024 New Advisor Marketing Inside Out (March 2024)

Categories

  • Book Notes
  • CFP Curriculum Discussion Questions
  • CFP Curriculum Recaps
  • Credit
  • Financial Planning
  • Financial Planning Articles
  • Industry Insights
  • Investing
  • Marketing
  • New Advisor Marketing Inside Out
  • Planning Profession
  • Practice Management
  • Retirement
  • Sales
  • Savings
  • Taxes
  • Weekend Content for New Planners
  • What's Trending For New Financial Planners

Archives

  • May 2024 (2)
  • April 2024 (2)
  • March 2024 (2)
  • February 2024 (2)
  • January 2024 (2)
  • December 2023 (2)
  • November 2023 (2)
  • October 2023 (1)
  • September 2023 (2)
  • August 2023 (4)
  • July 2023 (5)
  • June 2023 (4)
  • May 2023 (4)
  • April 2023 (5)
  • March 2023 (4)
  • February 2023 (4)
  • January 2023 (5)
  • December 2022 (4)
  • November 2022 (4)
  • October 2022 (5)
  • September 2022 (4)
  • August 2022 (4)
  • July 2022 (5)
  • June 2022 (4)
  • May 2022 (5)
  • April 2022 (4)
  • March 2022 (4)
  • February 2022 (4)
  • January 2022 (5)
  • December 2021 (4)
  • November 2021 (4)
  • October 2021 (5)
  • September 2021 (4)
  • August 2021 (5)
  • July 2021 (4)
  • June 2021 (4)
  • May 2021 (5)
  • April 2021 (4)
  • March 2021 (4)
  • February 2021 (4)
  • January 2021 (5)
  • December 2020 (4)
  • November 2020 (5)
  • October 2020 (4)
  • September 2020 (4)
  • August 2020 (5)
  • July 2020 (2)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (2)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (1)
  • October 2019 (1)
  • September 2019 (1)
  • August 2019 (1)
  • July 2019 (1)
  • June 2019 (1)
  • May 2019 (1)
  • April 2019 (1)
  • March 2019 (2)
  • February 2019 (2)
  • January 2019 (4)
  • December 2018 (6)
  • September 2018 (3)
  • August 2018 (5)
  • July 2018 (4)

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org