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- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 79
- Publication type:
- Article
Works matching IS 10403981 AND DT 2024 AND VI 37 AND IP 4
Results: 15
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LLMs Can't Be Trusted for Financial Advice.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 75
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- Publication type:
- Article
3
Upcoming Research.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 74
- Publication type:
- Article
4
Comparative Perspectives on Virtual Financial Planning: Similarities and Differences between Planner and Client Assessments of Virtual Client Meetings.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 58
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- Publication type:
- Article
5
Tax Season: The Best Time of Year for Your Marketing? April is a noisy month for clients, but you can show added value by helping them keep their focus.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 55
- By:
- Publication type:
- Article
6
The Mental Fitness Challenge: Overwhelming stress levels sap teams of emotional strength, but leaders can develop a training regime for positive thinking.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 50
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- Publication type:
- Article
7
Navigating the Ethical Frontier: AI in Financial Planning: The opportunities brought about by AI must be balanced with a purposeful and ongoing approach to ethics.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 47
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- Publication type:
- Article
8
Adapt or Die: Serving the Next Generation of Clients: Planners need to start now to build relationships with clients' children that can be sustained even beyond the parents' lives.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 42
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- Publication type:
- Article
9
Serving Clients with Cognitive Decline: To prevent financal exploitation it's imperative that financial planners help clients establish a proper support network before they start to struggle.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 36
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- Publication type:
- Article
10
Finding Community with FPA NexGenp: It can be daunting to face the world of financial planning on your own, which is why connecting with a like-minded community is vital.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 31
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- Publication type:
- Article
11
Optimizing Study Groups: A Guide to Forming Effective and Engaging Learning Communities: Especially in the age of remote work, study groups provide more value than just learning opportunities.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 26
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- Publication type:
- Article
12
Act Today, Grow Tomorrow.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 25
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- Publication type:
- Article
13
Women Grow Increasingly Dissatisfied with Financial Advisers.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 18
- Publication type:
- Article
14
EBSA's Lisa Gomez on Retirement Stability in the United States.
- Published in:
- 2024
- Publication type:
- Interview
15
Thinking Through Thorny Issues.
- Published in:
- Journal of Financial Planning, 2024, v. 37, n. 4, p. 13
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- Publication type:
- Article