Tags » Financial Planners

How Can Financial Advisers Rock on Social Media?

Social media marketing has been one of the most controversial marketing tools for financial industry (small biz). On other hand, marketers absolutely in love with social media because it is one of easiest ways to implement and measure when it comes to marketing efforts.  1,406 more words

Marketing Advice

The Financial Planner's Responsibility?


Are Consumers Losing Ethical Ground?

By Rick Kahler MS CFP http://www.KahlerFinancial.com

Suppose one of my clients has his heart set on using half of his retirement account to buy each of his grandchildren a new car. 868 more words

Financial Planning

Keefe Gorman- Foodnet Meals on Wheels

One of the Consumers’ Research Council of America Top Financial Planners, Keefe Gorman advises clients on wealth management issues. Active in charitable endeavors, Keefe Gorman supports Foodnet Meals on Wheels. 158 more words

Keefe Gorman

Value Is Not Always Measured In Dollars

As financial planners, we are often focused on building and protecting a family’s financial net worth.  Something our clients have worked on for many years with the hope that one day, they won’t have to work for a living.  270 more words

27 Oct 2014 (TheAge) - The response to the Commonwealth financial planning scandal shows banks really are above the law

(27 Oct 2014, The Age, BusinessDay, p21, Michael West)

‘Met a bloke the other day who had lost the lot. He inherited a fortune, trusted a bank to invest it for him. 51 more words

1.Market Observations

Would you expect to complete a risk profile when booking a holiday?

It’s no so stupid as it sounds but you would not expect a travel agent to gicve you a risk profile questionnaire that asks of your fear of accident when travelling by plane, cruise liner, ferry or car. 64 more words

Risk Profiling