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The Role of Qualitative Data Gathering in Developing Client Trust and Commitment.
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- Journal of Financial Planning, 2021, v. 34, n. 12, p. 50
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- Article
Advice for Managing Your First Financial Crisis.
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- Journal of Financial Planning, 2020, v. 33, n. 5, p. 14
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- Article
Financial Planning Challenges Facing Older Americans.
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- CPA Journal, 2019, v. 89, n. 5, p. 22
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- Article
STAT BANK.
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- Journal of Financial Planning, 2019, v. 32, n. 3, p. 15
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- Article
6 Foundational Pillars of Client Communication.
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- Journal of Financial Planning, 2019, v. 32, n. 3, p. 15
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- Article
(Nearly) Broke and Trying to Change the World.
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- Journal of Financial Planning, 2019, v. 32, n. 3, p. 28
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- Article
Financial Implications of Our Clients' Health Habits.
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- Journal of Financial Planning, 2019, v. 32, n. 3, p. 30
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- Article
Time Allocations and Self-Reported Happiness of Retirees: An Exploratory Study.
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- Journal of Financial Planning, 2019, v. 32, n. 3, p. 38
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- Article
Financial Planning Client Interaction Theory (FPCIT).
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- Journal of Personal Finance, 2019, v. 18, n. 1, p. 9
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- Article
Planning for Conflict in Client Relationships.
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- Journal of Financial Planning, 2018, p. 74
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- Article
How to Create Content that Connects with Your Ideal Client.
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- Journal of Financial Planning, 2018, v. 31, n. 12, p. 31
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- Article
Why Small Firms Need to Turn More Prospects Away.
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- Journal of Financial Planning, 2018, v. 31, n. 12, p. 42
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- Article
Planning for Conflict in Client Relationships.
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- Journal of Financial Planning, 2018, v. 31, n. 10, p. 48
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- Article
6 Steps to Harnessing the Power of Empathy.
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- Journal of Financial Planning, 2018, v. 31, n. 9, p. 22
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- Article
Advising Clients Under Stress: Tailor your communication skills to best serve clients in crisis.
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- Journal of Financial Planning, 2018, v. 31, n. 9, p. 24
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- Article
A MORE CLINET-CENTERED APPROACH.
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- Journal of Financial Planning, 2018, v. 31, n. 9, p. 29
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- Article
Why Do We Care About Conflicts of Interest?
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- Journal of Financial Planning, 2018, v. 31, n. 9, p. 32
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- Article
Your Clients Won't Run Out of Money. Now What?
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- Journal of Financial Planning, 2018, v. 31, n. 9, p. 34
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- Article
Revisiting the 15-Year Mortgage as an Investment.
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- Journal of Financial Planning, 2018, v. 31, n. 9, p. 46
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- Article
Financial Planning Self-Efficacy: A Framework for Research and Practical Application.
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- Journal of Financial Service Professionals, 2018, v. 72, n. 5, p. 87
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- Article
Culture Matters to Clients, and It Should Matter to Planners.
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- Journal of Financial Planning, 2018, v. 31, n. 8, p. 32
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- Article
Who Changes Their Financial Planner?
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- Journal of Financial Planning, 2018, v. 31, n. 8, p. 48
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- Article
Understanding the Role of Spirituality in Financial Life Planning.
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- Journal of Financial Planning, 2018, v. 31, n. 3, p. 28
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- Article
Has Your Advice Evolved with Technology?
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- Journal of Financial Planning, 2018, v. 31, n. 3, p. 38
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- Article
Angie Gordon.
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- 2018
- Publication type:
- Interview
Hybrid Advice: Blurring the Roles of Client and Adviser.
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- Journal of Financial Planning, 2018, v. 31, n. 1, p. 34
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- Article
Ease Client Fear and Anxiety with These 2 Methods.
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- Journal of Financial Planning, 2017, v. 30, n. 12, p. 20
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- Article
Crafting Retirement Income That Is Stable, Secure, and Sustainable.
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- Journal of Financial Planning, 2017, v. 30, n. 12, p. 35
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- Article
Generation Who?
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- Journal of Financial Planning, 2017, v. 30, n. 9, p. 10
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- Article
SERVING MILLENNIAL CLIENTS with a 3-Step Model.
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- Journal of Financial Planning, 2017, v. 30, n. 9, p. 26
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- Article
3 Levels of Trust and Why They Matter.
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- Journal of Financial Planning, 2017, v. 30, n. 9, p. 34
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- Article
Do Worker Expectations of Never Retiring Indicate a Preference or an Inability to Plan?
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- Journal of Financial Counseling & Planning, 2017, v. 28, n. 2, p. 268, doi. 10.1891/1052-3073.28.2.268
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- Article
The Power of Wow.
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- Journal of Financial Planning, 2017, v. 30, n. 6, p. 16
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- Article
Considerations for Choosing a Trustee.
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- Journal of Financial Planning, 2017, v. 30, n. 6, p. 31
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- Article
Selling a Planning Practice: The Relationship between Revenue Multiple and Revenue Size.
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- Journal of Financial Planning, 2017, v. 30, n. 3, p. 52
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- Article
Preventing Financial Elder Abuse.
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- Journal of Personal Finance, 2017, v. 16, n. 1, p. 78
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- Article
3 Tips to Incorporate Health into the Financial Planning Discussion.
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- Journal of Financial Planning, 2016, v. 29, n. 12, p. 15
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- Article
Planning for Your Clients' Care with Advance Directives.
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- Journal of Financial Planning, 2016, v. 29, n. 12, p. 40
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- Article
Financial Planner as Healer: Maximizing the Role of Financial Health Physician.
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- Journal of Financial Planning, 2016, v. 29, n. 12, p. 52
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- Article
The Value of Being a Client's Chief Editing Officer.
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- Journal of Financial Planning, 2016, v. 29, n. 7, p. 24
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- Article
Latest Research Provides a Cornucopia of Ideas.
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- 2016
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- Publication type:
- Abstract
Looking beyond the Financial Plan to Help Clients Maximize Their Retirement Years.
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- Journal of Financial Service Professionals, 2016, v. 70, n. 2, p. 7
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- Article
Who Are the Next Generation of Planners and Clients?
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- Journal of Financial Planning, 2015, v. 28, n. 9, p. 26
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- Article
A Blueprint for Retirement Spending.
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- Journal of Financial Planning, 2015, v. 28, n. 9, p. 40
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- Article
Beating the Market: What Are Clients Really Asking You?
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- Journal of Financial Service Professionals, 2015, v. 69, n. 4, p. 14
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- Article
Let's Get Behind This and Move On--The Department of Labor Fiduciary Standard.
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- Journal of Financial Service Professionals, 2015, v. 69, n. 4, p. 24
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- Article
Understanding the Challenges of §6055 and §6056 Reporting.
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- Journal of Financial Service Professionals, 2015, v. 69, n. 4, p. 36
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- Article
The Use of Insurance Products in Required Minimum Distributions Planning.
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- Journal of Financial Service Professionals, 2015, v. 69, n. 4, p. 41
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- Article
DT* Phone Home: The Apple Watch.
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- Journal of Financial Service Professionals, 2015, v. 69, n. 4, p. 49
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- Article
Using the Personal Residence for Retirement Income.
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- Journal of Financial Service Professionals, 2015, v. 69, n. 4, p. 71
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- Article