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Sue Stevens: “Buckingham Advisor Sue Stevens Recognized for Her Dreams of Wealth Book Series,” Buckingham Strategic Wealth, March 11. Stevens was a 2022 Independent Press Award Winner for her book series.
Kevin Lozer: “Texas Tech’s School of Financial Planning Collaborates with Holistiplan,” Texas Tech Today, March 10. Lozer is a co-founder of Holistiplan.
Kimberly Foss: “Advising Couples Through the Challenges of ‘Split Retirement,’” Rethinking65, March 2. Foss says, “With a topic as emotionally loaded as retirement—especially when one spouse is doing it and the other isn’t—it’s a mark of fiduciary care to place yourself as close to the center of the discussion as possible.”
Benjamin Brandt: “Growing with Intention: How to Build a Lifestyle Practice,” Journal of Financial Planning, March. Brandt says, “We were able to bring over roughly $15 million or $20 million from our relationships at the old company. The rest we built by podcasting, and we teach in-person courses at our local college, adult enrichment classes. And then the occasional referrals here and there.”
Dan Moisand, Daniel Yerger: “The FPA Community Weighs in On … Work-Life Balance,” Journal of Financial Planning, March. Moisand says, “Always remember that work is supposed to support one’s life and family. Too many people get that backwards.” Yerger says, “Whether it’s your first day on the job or your 10th year in practice, set boundaries. Unless you work with a client niche that specifically needs unconventional hours, don’t take meetings at odd times.”
Matt Fizell, Jeremy Walter: “You’re a Financial Planner…Now What? When is Enough…Enough? With Jeremy Walter, CFP®, CKA,” Journal of Financial Planning, March. In an interview with Fizell, Walter says, “One of the things that I count as a huge blessing in my life is that I’ve always had a mentor. … Having someone who really knows you and isn’t afraid to challenge you, and who will encourage you when you need it is hugely beneficial.”
Philip Herzberg: “Estate Planning Insights for Business Executives and Owners,” Journal of Financial Planning, March. Herzberg says, “Executive compensation differs from other forms of compensation. Accordingly, there are details to identify for business executives and owners that you likely do not need to review in formulating an estate plan for other clients.”
Stephanie Pickard, Chao Zhang: “Episode #329: What the First Six Months of Running a Firm are Really Like: With Stefanie Pickard & Chao Zhang,” XY Planning Network, Feb. 23. Pickard says, “Right now, I seem to be focusing on one-time plans for people who are mid-career professionals, usually around the age of somewhere between 35 and 50.” Zhang says, “I felt like I had plenty of investment experience. ... So what I did was pursue a CFP® while I was … in the planning phase of launching the business.”
Emlen Miles-Mattingly: “Podcast: How These 2 Black Advisors Are Working to Change the ‘Complexion of Wealth’,” Barron’s, Feb. 22. Miles-Mattingly says, “We want to teach advisors how to manage their assets. How to get to that first $10 million milestone. ... Once you hit that number things change for your business.”
Rick Kahler: “‘So Daddy pays you?’ Divorce, money, and emotions,” Black Hills Pioneer, Feb. 19. Kahler says, “A divorce is more than the termination of a marriage. It’s also a major financial event that can have repercussions for many years to come.”
Lauren Lindsay: “Teaching Resilience Won’t Make You Popular — Initially,” Rethinking65, Feb. 16. Lindsay says, “While the pandemic and inflation have many downsides, I am hopeful one positive aspect is to help teach resilience. I see it in my daughter and her friends—a demographic used to instant gratification.”
Lazetta Rainey Braxton: “How Gen X Can Define First Generation Wealth for Themselves,” Next Avenue, Feb. 16.
Rianka Dorsainvil: “Op-ed: First-generation Black wealth builders must embrace their success and put themselves first,” CNBC, Feb. 7.
Colton Etherton: “How Tattoo Artists Saved an Advisor’s Business,” RIAIntel, Feb. 1.
Mindy Neira: “Financial Support for Families With Children Diagnosed With a Chronic or Terminal Illness,” Moneygeek, Jan. 18.
image credit: istock.com/Daniel Tadevosyan