Tag - succession planning

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.

July 2018

January 2018

Predicting Cash-Out Value to Encourage Timely Succession Planning: The New Fortune Telling

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...

October 2015

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.

March 2015