Archive
Five successful financial pservice rofessionals from Canada, Brazil, India and the United States share their views on the challenges of selling wealth protection products internationally.
Mary Quist-Newins, CFP®, ChFC®, CLU®, talks about the financial and personal toll family members endure when a loved one needs long-term care.
Adam Batchelor speaks with Allen R. Bruce, CLU®, ChFC®, about recent actions by the CFP Board to establish the Certified Financial Planner designation as the industry standard.
Dr. Larry Barton speaks with James Tissot, CFP®, about the need to plan properly when children are part of a GLBT relationship.
James Tissot, CFP® & Dr. Larry Barton and discussed the role of financial advisors working with GLBT couples.
Recruiting and Retaining African-American Professionals - interviews from the Fourth Annual Conference for African American Financial Professionals.