“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…
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Discussion Questions: Insurance, Chapter 2 “Characteristics of Insurance”
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…
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Financial Planning Articles (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…