NOVEMBER 2024: Serving a Diverse Industry
COVER STORY
An Investment Philosophy for a Diverse Future
By Kristin Hull, Ph.D.
Gender lens investing is key to better serving our increasingly diverse industry.
Click HERE to access the DIGITAL EDITION
PRACTICE MANAGEMENT
The Three Branches of Delegation: Run Your Firm More Efficiently and Empower Your Team
By Jessica Colston, PCC
Embracing delegation not only empowers teams but can also lead to more efficient and innovative approaches to work.
SERVING MILITARY FAMILIES
Serving Those Who Serve: Understanding Military Benefits and Financial Planning Opportunities
By Cherie Stueve, Ph.D., CFP®, AFC, FFC, FBS
Military personnel and their families face unique challenges in many financial aspects of their lives and careers that planners can address.
FPA NEXT GENERATION PLANNER
Forward Thinking
Forging a Path Forward
By Gloria Garcia Cisneros
Lead Article
Addressing Diversity and Succession in the Financial Planning Profession
By Carina Diamond
My Career Path
Cody Ward’s Journey of Discovering Who He Is
Planner Poll
The FPA Community Weighs in on Approaching Cultural Differences
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
COLUMNS
Succession Planning
How Can Advisers Protect Themselves Through Contingent Buy-Sell Arrangements?
By Richard L. Chen
Whichever side of the deal they are on, planners should begin planning early in order to benefit from these agreements.
Leadership
Mastering the Art of Feedback: Cultivating Positive and Productive Conversations
By Barbara Kay, LPC, RCC, TIPC
Many people find feedback difficult, whether they’re giving or receiving it. There are ways to make it easier for everyone.
Financial Planning Advocacy
A Look Ahead for Financial Planning Advocacy
By Lauren Loney, Esq.
Being wealthy involves being healthy, and you should help clients factor in healthcare costs into their retirement plan.
SPECIAL REPORT
Designing Service Offerings with Client Motivations and Value Elements in Mind
By Sergei N. Freiman
The principles of self-determination theory can help planners design a service offering that aligns their own proclivities with their clients’ needs.
RESEARCH
Why Are There So Few Women in the Financial Services Industry?
By Inga Timmerman, Ph.D., CFP®, and Laura Mattia, Ph.D., CFP®
It’s no secret that women are underrepresented in financial services, and this research sets out to show that giving women more autonomy and responsibility for client acquisition could help prevent women from leaving the industry.
Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.
DEPARTMENTS
STARTING THOUGHTS
Impact and Equity: The Power of Planning for All
By Danielle Andrus
OBSERVER
Women’s Confidence, Younger Clients, and Women’s Role in Caregiving
Stat Bank
JFP ACADEMICS
Upcoming Research
IN CASE YOU MISSED IT
Don’t Sweat the Big Stuff—It’s the Small Stuff That Makes the Difference: The Effect of Having Savings Rules, and the Relationship between Financial Knowledge and Household Savings Behaviors of Americans
By Tanya Staples, CFP®; Greg Anderson, CFP®; Ashlyn Rollins-Koons, CFP®; Nathan Collier, CFP®; and Blake Gray, Ph.D, CFP®
How do savings rules and subjective financial knowledge impact the likelihood that a household will be a net saver? While they don’t guarantee savings, it is rare that a household is a net saver without savings rules.
Click HERE to access Journal of Financial Planning ARCHIVES
