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Benjamin Daniel
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    Financial Planning Articles (December 31, 2019)

    December 31, 2019

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This installment of Financial Planning Articles actually begins with two insightful podcasts (with transcripts) from Michael Kitces. The first interviews Kenneth Robinson of Practical Financial Planning and covers a range of valuable topics including credibility benefits from targeting a niche from your previous profession, using a Founders Club to refine your process at launch (and to potentially gain your first clients), and the value of working with a coach. The second podcast was actually just released today and highlights how Peter Lazaroff has been able to…

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  • Financial Planning Articles

    Financial Planning Articles (June 24, 2019)

    June 24, 2019

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This installment of Financial Planning Articles starts with two investment-related articles that go against conventional wisdom. The first features Michael Kitces and his findings that increasing equity exposure at retirement, rather than decreasing, is warranted. The second touches on the idea that effectiveness rather than efficiency is sometimes justified with portfolio construction and in many other areas of finance. We then move to three articles centered around Generation Y and Z. The first takes a look at how colleges and soon-to-be graduates are responding to the…

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  • Financial Planning Articles

    Financial Planning Articles (March 30, 2019)

    March 30, 2019

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This edition begins with two articles covering today’s client preferences and industry trends. The first provides more data points showing clients prefer technology to complement, rather than replace, human financial advice. The second suggests Schwab is positioning itself well for this dynamic, announcing this week a new version of its robo-advisor platform on a monthly, subscription-fee basis. The next two articles center around advisor marketing and public relations with the first highlighting all of the benefits of creating a client persona and how to develop one.…

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  • Financial Planning Articles

    Financial Planning Articles (February 2, 2019)

    February 2, 2019

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This edition begins with two articles on the topic of advisor value. The first, from Sarah Max with Barron’s, provides a recap of industry studies showing the significantly positive impact advisors continue to have on client finances. Michael Kitces and behavioral finance specialist Carl Richards continue the topic in their inaugural collaboration (of what may turn into a series) discussing the multiple sources of advisor value (while teasing how to frame value with clients). We then turn to a financial planning practice article on the growing…

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  • Financial Planning Articles

    Financial Planning Articles (January 11, 2019)

    January 8, 2019

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning, industry trends, career development, and more. *** This installment features a heavy dose of personal and career development articles from both Michael Kitces at Kitces.com and Shane Parrish at Farnam Street. Kitces explains why what may feel like “paying your dues” as a new advisor is really just a necessary aspect of learning the skills of the profession. His second article reviews strategies for satisfying the CFP Board experience requirements as a career changer. Parrish’s articles cover productivity (and doing less in order to do more) and learning how to learn and better…

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  • Financial Planning Articles

    Financial Planning Articles (December 29, 2018)

    December 29, 2018

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning. *** What I’m Reading: Planning Profession Robo Advisor Wealthfront Makes Automated Financial Planning Free (Anne Tergesen, The Wall Street Journal) “Among other things, Wealthfront’s financial planning service can tell clients how much they should save, how much they can afford to spend on a home, and how much to save for a child to attend college, using projections of future costs for specific U.S. schools along with estimates of the family’s financial aid. The service also assesses the impact of each financial decision on a client’s retirement plans.” Advisor Shortage? What Advisor Shortage? (Charles Paikert,…

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    Financial Planning Articles (December 7, 2018)

    December 7, 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 Transitioning Part-Time Into Financial Planning As A Career Changer (Michael Kitces, Kitces.com) “I consequently often get this question, “Can I transition into being a financial advisor on a part-time basis as a career-changer?” For which I have to admit, I think the answer largely is no.” 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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    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…

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    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…

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    Financial Planning Articles (August 26, 2018)

    August 26, 2018

    “Financial Planning Articles” is a collection of articles and research that I’ve been reading regarding financial planning. What I’m Reading: When A Good Offer For A First Financial Advisor Job Really Isn’t (Michael Kitces, Kitces.com) “The key point here is to understand that unfortunately, the financial advisor job offer from a lot of big firms is usually not a good way to start your career as a financial advisor because it’s not a financial advisor job, it’s a financial salesperson job, regardless of what it says on your business card.” ‘Super Robos’ to emerge as digital financial advice evolves (Sean Allocca, Financial-Planning.com) “A super robo would expand far beyond investments to…

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