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Issue Name:October - December
Cover:Discovering The Financial DNA Of Clients
Content:
S.No.Section NameTopicAuthor
1Planning ProcessDelivering Ongoing Client Value through the Annual Renewal MeetingElizabeth Jetton, CFP, Coach, RTD Financial Advisors
2Focal PointDiscovering the Financial DNA of ClientsHugh Massie, President & CEO, Financial DNA Resources & Zankhana Shah, CFP, Founder, Money Care Financial Planning
3Training & Development5 Ways to a Win-Win with Financial Planning InternsNancy Jones, CFP, Author - So you want to be a Financial Planner
4Investment PlanningStructured Products - Global Trends and Opportunities in Indian MarketThanigaimani N.V, CFP, AGM, HCL Technologies Ltd
5Ethical StandardsA New Code of Ethics for CFP Professionals in USADaniel J. Candura, CFP, Penny Tree Advisers LLC
6Information TechnologyManaging Technology to Move Ahead With TimesVivek Rege, CFP, Managing Director, VR Wealth Advisors Pvt Ltd.
7Wealth ManagementYield Sacrifices Total ReturnsAnand Jaju, CFP, GM, Karvy Stock Broking Ltd.
8Investment PlanningLife-Cycle Investing - A New Paradigm in Financial PlanningRamesh Patibanda, CFP, Director, Advice America
9FP ClassroomReverse Mortgage - The New Tool for Retirement PlanningKrishna Chokhani, CFP, Independent Financial Planner
10Risk ManagementStrategies and Products to Minimize Financial Risk ExposureDr. K. K. Goel, CFP, Director, Unique Health & Wealth Consultants Pvt. Ltd.
11Investment ClassFinding Our Way through the Maze of GoldAshwani Tiwari, CFP, Director, Balance Investment Corporation Limited
12Book ExtractCreate an Impression Before the First MeetingMarc S. Freedman, CFP, Freedman Financial
13My ClientDelivering Real Financial Planning ServicesKartik Javeri, CFP, Director, Transcend Consulting (I) Pvt. Ltd
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