Benefits Of Financial Planning

Warning: How Financial Planning Can Cost You Clients

Wednesday, March 14th, 2012

  The last twenty years have seen many changes in the investment industry. Among the most important being the adoption of financial plans by many advisors as a cornerstone of their client offering. As a whole, this has been a huge positive for both advisors and clients. But a plan is only as good as […]


You Missed a Great Conference!

Wednesday, May 25th, 2011

The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this conference and once again the agenda was PACKED. Each day began about 7:30 am and typically went to 6:00 pm, with dinner starting pronto at 6:30. You clearly earn your CE credits and receive your […]