『Shares』のカバーアート

Shares

Shares

著者： The American College of Financial Services
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Featuring the thought leaders of The American College of Financial Services along with subject matter experts and rising stars from across the industry, Shares explores the personal, conceptual, and practical sides of financial services with powerful, actionable insights in three strategic focus areas: specialized knowledge, retirement planning, and representation.Copyright 2024 All rights reserved. 経済学
エピソード
  • Ep. 45: How to Tell if Financial Planning Research Works

    Ep. 45: How to Tell if Financial Planning Research Works
    2026/07/09

    Chet Bennetts, PhD, CFP®, ChFC®, CLF®, CLU®, RICP®, and cofounders of WolfBridge Wealth Michael Kothakota and Jessica Wery, PhD, discuss the implementation of research outcomes in financial services practices. They look at how firms can determine the value of research, the best methods of bringing this discussion to clients, and more.

    To learn more about single-case research, see Kothakota and Wery's paper!

    Access all episodes now at TheAmericanCollege.edu/Shares.

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    51 分
  • Ep. 44: Retirement Roundtable: Parley with Planners

    Ep. 44: Retirement Roundtable: Parley with Planners
    2026/06/11

    Join Lindsey Lewis, MBA, CFP®, ChFC®, as she talks retirement, tax planning, practice management, and more with a whole host of veteran advisors. Filmed at Horizons 2026, Lewis will ask these industry experts to share their insights, tips, and tricks for helping clients meet their goals and form stronger relationships between you and the people you serve.

    Find all episodes at TheAmericanCollege.edu/Shares.
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    42 分
  • Ep. 43: Retirement SOS! (Secrets of Spending)

    Ep. 43: Retirement SOS! (Secrets of Spending)
    2026/05/14

    Join Michael Finke, PhD, CFP®, and Sudipto Banerjee, PhD, at Horizons, an epic retirement planning experience, as they analyze crucial topics relating to retirement spending including the latest research, how different groups differ in their spending, their takeaways from the event, and more.

    Find all episodes at TheAmericanCollege.edu/Shares.
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    23 分
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