Financial Planning Perspective

Hear from the industry’s top experts who share their opinions on where the economy and markets are headed, helping you to better plan for the financial well-being of your clients. By subscribing to this podcast you will receive the most up-to-date information to provide you with the competitive edge needed to succeed in the financial planning industry.

Financial Planning Perspective

All Tracks from Financial Planning Perspective

Planning Strategies for Same-Sex Couples

Helping Your Clients Gain Control of Their Retirement Assets

Serving the Underserved: Delivering Financial Planning to the Underserved Population

Financial Planning Across Generations

Practical Application of Behavioral Economic Concepts to the Financial Planning Process

How Health Care Reform Affects You and Your Clients

Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, an

The Trust Deficit: Managing Reputation Risk

Behavioral Finance

Understanding Tactical Asset Allocation

Health Care Reform & How it Relates to Clients

Endogenous Risk & Dangers to Market Stability

Intergenerational Planning

The Future of the Profession

Preparing Your Clients for Estate Planning

Financial Elder Abuse

The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Thei

Retirement Cash Flow Considerations

How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients

Long-Term Care: The Next Financial Crisis