Bernard Lietaer speaks about Designing the Euro 4/4

To Act… like a CFP®

Authors Biographies This was originally published in the April 2009 Journal of Financial Planning by Jeanne and Charles. Jeanne A. Robinson, CFP®, is president and co-owner of the Marshall Financial Group in Doylestown, Pennsylvania. Charles G. Hughes, Jr., CFP®, is founder and principal of C. G. Hughes Company LLC in Bay Shore, New York.Executive Summary Several major

Richard Wagner at Portland’s Mid Winter Conference 2016

How do we reduce the shame that our clients have walking into our meetings — with Hannah Moore CFP®?

SummaryIn this episode of the “What is Finology” Podcast, host Natalie Wagner-Willis talks with guest Hannah Moore (A Certified Financial Planner™, a Certified Financial Transitions™ expert, a longtime Finology Fellow as well as the owner of Guiding Wealth). Hannah talks about the power of language, shame, and shares some incidents highlighting how powerful language is.

To Feel… like a CFP®

This is part of our “….Like a CFP” series on this site. This was originally posted in the Journal of Financial Planning in 2000.  FPA Phoenix posted it in 2017. ArticleTen years ago, in the January 1990 issue of this journal, Dick Wagner, J.D., CFP, wrote his seminal essay, “To Think…Like A CFP.” I had just received