Business Management

Robert Van Beek: An International Bestseller’s Story

When Robert Van Beek was denied a career in law enforcement, his mother steered him toward a financial career. Decades later, Robert is a passionate, international best-selling author and board member, determined to bridge the gap between financial planning and investment advising for the benefit of clients around the world. Robert, originally from Belgium, has …

How to Find an Advisor Back Office Solution that Works for Your Firm

As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. However, running a practice also involves considerable back-office, non-client-facing work such as the onboarding of new accounts, tracking and handling compliance requirements, and managing scheduling and …

James Lee: From Paper Route to FPA President

James Lee is the incoming FPA president and a financial planner with a background in investment research. He has a passion for helping people make good money decisions and has been a member of the Financial Planning Association since 2000. “Financial planning services are wanted and needed, and I feel that my service to FPA …

Chris Woods: From Financial Struggles to Financial Advising

Chris Woods was a pizza-loving kid from St. Louis who was fascinated with the stock market from a young age. His dad taught him about the stock market and opened a bank account for him when he was only 5 years old. “The fact that he got me started opening a bank account that early, …

Bob Burg: Impact of Mindset on Success

The State of Women in Wealth Management Report: Key Findings

This post is part of a series discussing the findings of the 2022 State of Women in Wealth Management Report. In early 2022, my colleague Julie Ragatz, Ph.D., and I embarked on a research journey together. Our goal? Dive into the experience of women working in wealth management to uncover the barriers to entering and …

Gratitude and Guilt: When Our DNA Wrestles with Our Life

While this job has been fascinating and interesting for all 16 years I’ve done it, the past 12 to 18 months have probably been some of the most interesting in my career. Here’s why: I’ve gotten to know successful advisors even better than I already knew them. I already knew that part of their success …

Zoë Meggert: Finding Freedom Through Choice

Zoë Meggert is the founder of Perfectly Planned Content, a financial content agency. She provides financial advisors with organic content strategies to help them simplify and scale their marketing efforts. Zoë’s aim is to find freedom by exploring options and choices in life. “Finding freedom is not just about discovering one thing, but finding a …

Laura Garfield and Sharon Gottula: When Story Meets Finance

In this episode of Framework, Laura Garfield and Sharon Gottula explore the serendipitous story of how they transitioned from making videos for the wine industry to financial services – all while learning the lessons of how to be a rock star on camera as they search the heavens for the perfect answer. “Relationships are front …

Jon Dauphine: Advocating for Financial Stability for Underserved People

Jon Dauphine is the CEO of the Foundation for Financial Planning, a nonprofit organization that provides grants and resources to underserved families. He is a lawyer by training and has worked in the nonprofit sector for many years. In this episode of the Framework podcast, we focus on financial stability for underserved people. Jon discusses …

Communication Tips to Improve Your Life and Business

“It’s not what you said, it’s how you said it.” Have you ever been on the receiving end of this statement? I certainly have. And it’s a reminder that there’s much more to effective communication than just the words we say. The Corporate Finance Institute notes that effective communication can help you in all aspects …

Working and Living Holistically

A recommendation commonly shared with financial advisors is to dedicate time working on the business – strategic direction and improving key business functions, as a necessary complement to all the time you spend working in the business – completing important tasks and meeting with clients. Time spent in the business is far more likely to …