Practice Management Solutions March/April 2012 : Page 3
CONTENTS COVER STORY 6 7 Ways for Advisers to Manage Stress Stress that complicates our lives needs to be dealt with. Learn how today. by Beverly D. Flaxington CLIENT SKILLS 8 3 Steps to Empathic Active Listening 14 Building a Modern Financial Planning Firm 24 Turn Your iPad Into a Marketing Machine 28 Attend the FPA NexGen Gathering July 27–29 by J. Jeff rey Spahn and Jed Purses Create better client connections through empathy. 10 1 Skill for Becoming a Better Planner? by Bill Winterberg, CFP® How far can technology take your fi rm? 16 GO FIGURE Social media compliance; paperless offi ce resources; stress management. TECHNOLOGY 18 Learning From Peers: Rebalancing Software Benefi ts and Use by Kristen Luke Four apps you won’t be able to live without. 26 Instead of Social Networking, Think Social Marketing 29 Teaching the International Language of Financial Life Planning by Richard J. Durso, CFP®, AEP®, and Michael E. Kitces, CFP®, CLU, ChFC, RHU, REBC Noted professionals weigh in on the most important skill for success. THOUGHT LEADERSHIP 12 A Diff erent Perspective on Life Planning— and Death by Eric Clarke Use social media to earn referrals. INSIDE FPA 4 What’s Online 5 President’s Message/ Calendar 30 Financial Empowerment Programs Off er Philanthropic Opportunities by Rebecca King Advisers see multiple benefi ts from using rebalancing software. MARKETING 20 Expand Your Practice’s Web Appeal With Video 28 FPA Retreat: Shaping the Future of the Profession by Samuel P. Hull, ACC, CPCC®, RLP How a near-death experience changed a planning philosophy. by Christina Nelson Tips for shooting, editing and posting videos. ©2012 Financial Planning Association Practice Management Solutions is published as a supplement to the Journal of Financial Planning and benefi t to members of the Financial Planning Association; Editorial offi ces at 7535 E. Hampden, Suite 600, Denver, CO 80231; phone 303.759.4900. Printed in the U.S.A. The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association. Opinions expressed are those of the authors and do not necessarily refl ect those of FPA. CFP ® , CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with fl ame logo) are certifi cation marks owned by Certifi ed Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board’s initial and ongoing certifi cation program. EMAIL: solutions@FPAnet.org MANAGING EDITOR ART DIRECTOR 2012 FPA BOARD OF DIRECTORS Carly Schulaka Carly.Schulaka@FPAnet.org | 303.759.4900, ext. 7322 SENIOR EDITOR Jill Anne Ladouceur Jill.Ladouceur@FPAnet.org | 303.759.4900, ext. 7171 SENIOR GRAPHIC DESIGNER Melanie Staff ord Melanie.Staff ord@FPAnet.org | 303.759.4900, ext. 7145 PUBLICATIONS DIRECTOR Albert B. Hanner Albert.Hanner@FPAnet.org | 303.759.4900, ext. 7307 PRACTICE MANAGEMENT SOLUTIONS EDITORIAL ADVISORY BOARD Lance Ritchlin Lance.Ritchlin@FPAnet.org | 303.759.4900, ext. 7167 PUBLICATIONS AND CIRCULATION ASSOCIATE Colin Erickson Colin.Erickson@FPAnet.org | 303.759.4900, ext. 7169 David C. Huxford Jr. Scott Kahan, CFP® Brian R. Lauzon, CFA Joe Pitzl, CFP® Robert J. Rall, CFP® Lewis Walker, CFP® Bill Winterberg, CFP® Martin Kurtz CFP®, AIFA®, Chair Paul H. Auslander, CFP®, President Michael A. Branham, CFP®, President-Elect Marvin W. Tuttle Jr., CAE, Executive Director/CEO Marty Durbin, CPA/PFS Samuel J. Gallucci, CFP® Edward W. Gjertsen II, CFP® Vern C. Hayden, CFP® Archibald R. Hoxton IV, CFP®, AIF® Julie Littlechild Keith A. Loveland, J.D., AIFA, CIDA Mark L. Prendergast, CFP® Christopher Rand, CFP®, CLU, AEP Pamela Sandy, CFP® Janet A. Stanzak, CFP® Richard Stumpf, CFP®, CEBS, AEP®, AIF® James Tissot, CFP® www.FPAnet.org/PracticeManagement March/April 2012 | Practice Management Solutions 3
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