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.
Dr. John Grable, help-seeking five-step framework
Chia-Li Chien, PhD, CFP®, PMP® Jan. 20, 2018 When I was born, my maternal grandmother went to a well-known fortune teller and obtained a prediction of my life. The forecast of my life included predictions of what I would be as a professional, what my life would look like, when I would get married, and so forth. When I was...
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.
Establishing a good exit strategy for your business requires early planning and a willingness to trust your key resource people.
Chia-Li Chien reviews four major company’s responses to succession planning after the tech bobble of the year 2000.