White papers, case studies, reported stories, blog posts on institutional and personal finance, business growth, insurance, and real estate for the wealth and finance industries. USC doctoral student.
Every new year, 51% of Americans resolve to get their finances in order. But, like all New Year’s resolutions, making them is only the first step. It’s not enough for clients to say what they want to do financially—they have to know what steps to take to achieve those goals. In this episode, get insights into to how to help clients reach their financial goals no matter what time of year it is.
In recent years, advisors have learned that there’s a strong connection between the head, the heart, and the hand when providing financial guidance. eMoney’s Heart of Advice Study identified ways the most successful advisors are using these concepts to deliver a great client experience. Getting to the core of what matters to your clients requires the right knowledge, technology, and personal connection. Here's how. (This project required turning a podcast transcript into a blog post.)
The Tenth Fidelity® Plan Sponsor Attitudes Study, released in 2019, found that an all-time high of 93 percent of sponsors work with advisors, but that what sponsors want from a retirement advisor is changing. That’s because retirement is just one aspect of an employee’s overall financial health picture. This ghostwritten blog post shows advisors some other ways they can differentiate themselves to provide the support plan sponsors now expect advisors from them.
When your younger clients—those just out of college—enter the workforce, they often become fully responsible for their finances for the first time. But, because so many have no substantial personal finance knowledge, they rarely know how to start. Episode 2 of eMoney Advisor’s “That Makes Cents” podcast focuses on exactly this dilemma.
Americans famously brag about how they hate to discuss money. In fact, they’d rather talk about anything other than money, including politics and marriage problems. Surveys show conversations about money are widely considered taboo in America. This blog post summarizes the discussion with guests on this subject in the first episode of eMoney Advisor's "That Makes Cents" podcast.
This ghostwritten blog post covers longevity as the focus of financial planning, and what today's clients want from advisors at different ages and life stages. That's no longer just retirement planning alone. Your clients are considering much more than what they’ll need to discontinue income-producing work and live comfortably. As people increasing live beyond 100, they're focused on shifting gears later in life and funding a new life direction. How can you help?
[Ghostwritten] Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track investments has become an indispensable tool in the delivery of comprehensive financial advice. In fact, it is now a way to grow your firm. Here's how.
[Ghostwritten] The CFP Board’s new Code of Ethics and Standards of Conduct went into effect on October 1, 2019. This comprehensive update to the Practice Standards, the most recent to address the delivery of financial planning services since 2007, focuses on ethical responsibilities in developing, presenting, and implementing recommendations.
CFP® professionals and advisory firms must understand how to comply with the revised standards and this post shows you how.
[Ghostwritten] Recognizing it likely was overdue in providing robust technology standards for CFP® professionals, on October 1, 2019, the CFP Board unveiled its new Code of Ethics and Standards of Practice. The regulations are effective now, but the CFP Board begins enforcing them on June 30, 2020. Read this ghostwritten post to learn more about how you become compliant to the new technology standards.
Considering forgoing your vacation this year? If so, you’re not alone. More than half of U.S. employees — 54% of Americans — don’t take the average of 10 vacation days they’re allotted each year. In 2017, American workers left a full 705 million unused vacation days on the table. That isn't good for your health or psyche. Here's how having a timeshare can help.
White Paper--Women Are Driving Healthcare: How Recent Trends are Changing Healthcare Delivery for Women
To provide the best possible care experience, healthcare providers need to adapt to changing social and demographic trends for the #1 healthcare consumer: women.
In the United States, women are the most active healthcare decision-makers and users. Significant data supports the need for healthcare providers to recognize their value and transform their practices to serve them.
In conjunction with its 2019 Women's Care Specialty Excellence Awards release, Healthgrades explored current trends and developed a data-driven, comprehensive white paper to share our findings. Our research includes data from the women who come to our site and represent nearly 70% of the monthly traffic on Healthgrades.com, and also includes what they search for when seeking OB-GYN services. This research confirmed that today, women are healthcare provider most influential patients.
High net worth and ultra-high net worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. From this white paper, advisors learn why this important investor segment has value to them and how to reach this market.
(Inclusion of this writing sample in my portfolio does not represent an endorsement of me or my work by FlexShares or Northern Trust.)
Most of the time, college is safe and fun, but it's not always disaster-proof. What would you do if you were faced with a natural disaster, especially if your college locale isn’t your permanent residence? It’s good to know how to respond before it happens, so start your planning by gathering whatever information you can. This guide to will help you start the process.
Usually, when you start your freelance writing business, you wear all the hats. You not only complete writing assignments for clients, but you also conduct all marketing and administrative tasks, from blogging to bookkeeping. If you hope to develop your dream writing business, however, you must outsource some tasks at some point — and not just once in a while. Here's how.