Blog

Succession Blog

December 2020

Financial counseling

Financial Counseling and Coaching for the Client and the Practice

In the lifecycle of financial planning, coaching and counseling are similar in approach but serve different purposes. Dr. Chien talked with coaching experts Saundra Davis who helps us see how financial planning practitioners can improve their practices and service to clients with specialty services.

November 2020

July 2020

Award-Winning Finalist in the Business: Personal Finance/Investing category of the 2020 International Book Awards

CHARLOTTE – Value Growth Institute is pleased to announce, Dr. Chia-Li Chien's latest peer-reviewed research book "Enhancing Retirement Success Rates in the United States: Leveraging Reverse Mortgages, Delaying Social Security, and Exploring Continuous Work," was named Award-Winning Finalist in the Business: Personal Finance/Investing category of the 2020 International Book Awards. Chia-Li Chien, Ph.D., CFP®, PMP®, is the Succession Program Director of Value...

March 2020

May 2019