Inside Information - Client Services

Fighting the Mind

nospam@example.com (Admin) — Fri, 02 Jul 2010 03:52:50 -0400

This may be the best behavioral finance presentation you've ever seen, even if it concludes that many of us are powerless to act on the information.
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Carolyn McClanahan - 2010 NAPFA National Conference

nospam@example.com (Admin) — Wed, 26 May 2010 19:50:15 -0400

Everything you wanted to know about Health Care Reform--including how to plan for it.
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Managing career assets

nospam@example.com (Admin) — Sat, 08 May 2010 16:03:06 -0400

Two sessions at the 2010 FPA Retreat offered insight into an emerging new service model.
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Bucket Lists

nospam@example.com (Admin) — Thu, 01 Apr 2010 19:44:00 -0400

First Step Cash Management offers a clear, understandable way to help clients manage their cash flow and understand the impact of their financial decisions.
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Four-In-One

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:31:00 -0500

Andrea White has programs to coach your clients on a referral basis, to coach advisors, to teach advisors how to expand their data-gathering process, and in a joint venture, to coach planners who want to transition out of their practices.
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Fiduciary Mortgage Advice

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:20:27 -0500

This may represent an early look at a service of the future, as fiduciary advisors step in and help their clients navigate the sales-driven mortgage culture.
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Appreciative Consulting

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:16:27 -0500

Positive framing and asking questions about past successes helps clients realize that they have the resources to overcome their money dysfunctions and achieve goals that might at first seem beyond their reach.
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Beyond the Traditional

nospam@example.com (Bob Veres) — Fri, 29 Jan 2010 17:10:28 -0500

This is a review of two different sessions which addressed the same general topic: how to help families transfer wealth to the next and future generations successfully.
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