Kevin R. Keller, CAE’s Post

The financial planning landscape is evolving rapidly. Stay ahead of the curve with expert analysis, data and news curated by CFP Board on our Industry Insights page. Serve your clients better by staying informed. Explore now: https://lnkd.in/e6f_XSxa #CFPpro #FinancialPlanning #IndustryInsights  

I'm excited to share my latest publication - a recent study on developing good financial habits has been published. Several of my K-State Personal Financial Planning Program colleagues (Ashlyn Rollins-Koons, Ph.D., CFP®Gregory Anderson, CFP®, MBA Nathan Collier MBA, CFP®Blake Gray) and I researched the crucial balance between financial knowledge and the development and maintenance of healthy financial behaviors like saving for the future. It builds on previous research by Rha et al.(2006) that used the behavioral lifecycle hypothesis to examine the relationship between self-control and savings. https://lnkd.in/gGGDPzzp

SO fun to write the lead article for the Next Gen Planner section of the Journal of Financial Planning! As financial advisors, our goal is to help our clients improve their financial wellness...but everyone's situation is unique and it can sometimes to be hard to track progress towards financial well-being. Check out my article for some creative ways to measure progress, apart from simply tracking portfolio performance, so you can provide motivation and encouragement that's tailored to your client. Financial Planning Association (FPA) FPA NexGen

Hopefully, Industry Insights will offer the #CFPpro a look at economics-based financial planning methods. The approach is key to decision-making and money is too important to households to ignore it.

Gearing up for a new benefits cycle? Be sure to catch the brilliant Marco Diaz with Erin Papworth this Oct 9th at 1pm EST as they unpack financial benefits, comp and making financial health a core component of your strategy. #financialplanning #employeebenefits #workplacehealth #compensation #financialwellness

Last chance to take this quiz. If you're unsure about where you stand in terms of financial reporting, take our Numbers Game: Financial Reporting Edition quiz to assess your current practices and identify areas for improvement. Click below to take the quiz: #FinancialReporting #CashFlow #TaxCompliance #ProfitMargin #BusinessSuccess

CFP® professionals, are you looking to stay ahead in the ever-evolving world of financial planning? CFP Board's Industry Insights page is your go-to resource for the latest trends, research and data. Learn how to navigate the complexities of today’s market and better serve your clients: https://lnkd.in/e6f_XSxa #CFPpro #FinancialPlanning  

The 2024 Rosenberg Survey is here! Offering a comprehensive look at where your firm stands in the industry, this essential report helps you benchmark your firm’s performance, gain insights into key financial metrics and uncover new opportunities for growth. Order your copy today: https://lnkd.in/eunhBXUD #AccountingInsights #CPASurvey #Benchmarking #RosenbergSurvey 

During a panel discussion, Vuledzani Dangale highlighted the significance of integrating emotional intelligence into financial planning. By understanding clients' biases and guiding them through market volatility, we can help them stay focused on their long-term financial goals. #BehavioralFinance #EmotionalIntelligence #ClientRelations #FPIConvention The Financial Planning Institute SA

Tired of uncertainty in your financial reporting? With CFMA’s Financial Benchmarker, you can rely on accurate, industry-specific data to see where your company stands and make informed decisions for the future. Stop relying on guesswork — start using this valuable tool today! ➤ https://lnkd.in/dsXcChcW