Financial Advisor Magazine

Advising Doctors | Financial Advisor Magazine quotes W. Ben Utley, CFP®

Financial advisors who are thinking about tailoring their practice to deliver financial planning for doctors should consider the points Andrew Gluck makes in this article. The niche is deep, requires commitment and a way of doing business that is different from serving the masses. Commenting on the changing dynamics of the industry, Certified Financial Planner® W. Ben Utley explains how recent changes in reimbursement have forced some medical specialists to join hospitals and multi-specialty practice groups.

A Time of Change | Financial Advisor Magazine quotes W. Ben Utley, CFP®

Profiling financial planners  who are rethinking their fundamental asset allocation strategies, Financial Advisor Magazine asks Certified Financial Planner® W. Ben Utley to describe some minor adjustments he's recommended to clients this year. He also talks about the benefits of setting and sticking to a financial plan for investing. Article by Raymond Fazzi

Why 55 Is Irrelevant | Financial Advisor Magazine quotes W. Ben Utley, CFP®

Columnist Evan Simonoff debunks the myth of traditional retirement and explores the choices and opportunities available to early "retirees." Certified Financial Planner® W. Ben Utley discusses techniques he uses to "creatively encourage" clients to break the bonds of the workplace and enjoy more retirement, earlier.