Results from the July 2010 CFP® certification examination are pouring in. Many recipients are broadcasting their results on twitter.
Click here to see real-time updates from those who passed with this Twitter search: “passed cfp”
Congratulations to all those who passed this rigorous exam. If you did not pass, I highly recommend you evaluate the Ken Zahn Live Review course.
If you use Chrome, Firefox, Safari and IE 8 to access the Internet, head over to the Google homepage and enter a search query. Instead of pressing the Enter key or clicking the “Search” or “I’m Feeling Lucky” buttons, Google now displays instant search results beneath your query.
Here’s a short video from Google on how Google Instant works.
I admit, I rarely access the Google homepage to perform search. Instead, I enter search queries directly in Chrome’s Omnibox. Personally I find that Omnibox saves me time versus visiting Google’s homepage since most of my searches are to retrieve pages I visited before (and discoverable in my browser history).
Have you tried Google Instant? What are your first impressions?
Almost a year ago we wrote that Junxure’s Google AdWords campaign referenced version 7 of the software when version 8 was on the market. Today the current version of the popular CRM software for financial advisers is up to 8.7.
I spotted the following AdWords entry while purging my inbox.
Finally somebody got the version number updated. Now I have to offer some unsolicited feedback: is the version number even necessary? I think the ad can say “Get the latest version now!”
And now back to your regularly scheduled programming.
An article getting lots of syndication today from financial advisers on Twitter is When Student Loans Live On After Death in the Weekend Journal of the Wall Street Journal.
Click here to read the article on WSJ.com.
So here’s the procedure-related question from our perspective:
Does your client intake interview process inquire about any loans for which a client has co-signed? If so, do you gather the outstanding amount of the co-signed loan? Then do you consider the loan payment options in the event of the borrower’s death?
This situation is one of those rare occurrences, but when it does strike, the consequences can be significant. This is a perfect example how advisors can add value for clients.
If posts seem a bit infrequent on FPPad, it’s because I’ve been busy preparing new content for a variety of sources (including my monthly technology column for Morningstar Advisor).
Also, I finished updating a presentation on productivity tips oriented to financial advisors. I’m presenting these tips during a webinar presented by The Standard.
The FREE webinar is this Thursday, July 8 at 12PM ET, 9AM PT (sorry for the late notice).
I hope you will join me on Thursday and I trust you’ll get a least two or three tips to help you work more efficiently and effectively to get more done for your clients.
Bill says: I’m circulating this announcement on behalf of Knut A. Rostad, Chairman of The Committee for the Fiduciary Standard, to my subscribers. If you publicly support the authentic fiduciary standard, please act before Wednesday.
Last Call! Conference Committee Scheduled to Act on Fiduciary Provision on Wednesday.
The Conference Committee is scheduled to meet on Wednesday on the fiduciary provision. The Senators on the Conference Committee are the key votes.
Calls from constituents do matter. Please call your Senator and urge him or her to vote for the House provision establishing a fiduciary duty for brokers providing investment advice to retail investors, NOT for the Senate’s version which proposes a “study” of whether brokers should have to put client’s interests first.
Christopher J. Dodd Chairman (D-CT) – 202-224-7391
Tim Johnson (D-SD) – 202-224-5442
Jack Reed (D-RI) – 202-224-4642
Charles E. Schumer (D-NY) – 202-224-6542
Richard C. Shelby Ranking Member (R-AL) – 202-224-5744
Mike Crapo (R-ID) – 202-224-6142
Bob Corker (R-TN) – 202-224-3344
Blanche Lincoln (D-ARK) – 202-224-4843
Patrick Leahy (-VT) – 202-224-4242
Tom Harkin (D-Iowa) – 202-224-3254
Saxby Chambliss (R-TN) – 202-224-3521
Judd Gregg (R-NH) – 202-224-3324Regards,
KnutKnut A. Rostad
Chairman
The Committee for the Fiduciary Standard
www.thefiduciarystandard.org
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Two technology vendors that have been featured on FPPad before, ByAllAccounts and Tamarac, today announced a partnership to add ByAllAccounts’ account aggregation capabilities to the Tamarac Advisor® integrated portfolio platform.
Click here to read the press release ByAllAccounts and Tamarac Deliver All-in-one Platform for Financial Advisors to Streamline Operations and Workflow.
Going paperless doesn’t always guarantee success. I almost learned this the hard way when I nearly missed my return flight from Denver last Sunday.
As I checked in for my flight from Denver to DFW, I thought I would be environmentally conscious and use an electronic boarding pass on my iPad. I checked in online with my carrier and easily saved the boarding pass image to my iPad.
When I arrived at the airport, I waited in the security line for about 20 minutes only to find out that TSA was having no success reading electronic boarding passes from my carrier. TSA said I had to get a paper boarding pass and go back through security. Only at 6:30pm on a Sunday evening, the check in counter was closed and the kiosk wouldn’t reprint paper passes for flights departing in 45 minutes or less!
I ended up running down to baggage claim, found an employee, and received a paper boarding pass. I ran back to security, ran to my gate, all the while hearing my name over the airport paging system with the dreaded words “final boarding call…” I made my flight with just 2 minutes to spare.
I’m flying to Colorado tomorrow morning to connect with the FPA® NexGen community in Estes Park. This will be my third NexGen conference out of the last five (I seem to attend in every even-numbered year).
I look forward to reconnecting with many of my peers and making new friendships with other young advocates of the financial planning profession.
I don’t expect to have widespread Wifi coverage, so there won’t be much live-tweeting from the conference. Still I hope to return and present some of the important discussion topics and takeaways from the meeting of young and motivated advisers in the profession.
[Image credit: elgringospain]
