Changing business practices to reflect new market realities
The importance for businesses of adapting to the ever-changing nature of competition in their markets
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC
Chia-Li Chien, Ph.D., CFP®, PMP®, CPBC, is a Succession Program Director at Value Growth Institute. Before her starting her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. Dr. Chien is a frequent speaker about succession planning at national conferences and has published three award-winning books, including her most recent publication, “Enhancing Retirement Success Rates in the United States.” She publishes research on succession topics in a variety of academic and practitioner research journals. Dr. Chien serves on the boards of various national financial service associations. She holds a doctorate in financial planning and is a Certified Financial Planner (CFP®) as well as Project Management Professional (PMP®). Dr. Chien is an Assistant Professor and Director of the Financial Planning Program of California Lutheran University.
Utilizing key C2B trends to help your business evolve
Successful companies in the current economy minimize their marginal costs and help customers drive change through innovations in digital technologies.
Multi-Generational Financial Planning for Asian-American Families
Connection between Asian filial piety culture and multi-generational financial planning for Asian-American families.
Financial planning anew in retirement: Life changes spur adjustments
In retirement, individuals may find that changing circumstances dictate a change in their financial plans. Chia-Li Chien highlights one couple’s journey in adapting, post-retirement, to unexpected events.
Success with succession – A matter of good timing
Establishing a good exit strategy for your business requires early planning and a willingness to trust your key resource people.
Can a Family Business Finance Your Retirement: With the right succession plan, it can!
Follow Chia-Li Chien’s story of a family business as they attempt to navigate a successful transition from parents to child, with the business financing their retirement.