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1 - 6of 6

Results: 6

Benjamin Harding, CFP, ChFC; Kimberly A. Harding, CLU, CFP

Aug 31, 2018

Partnership and process

Married financial advisors describe how they have figured out the keys to a mutually beneficial and successful partnership.

Benjamin Harding, CFP, ChFC; Kimberly A. Harding, CLU, CFP

Oct 4, 2017

Process, process, process

Can polar opposites be successful partners? Benjamin Harding and Kimberly A. Harding of Woburn, Massachusetts describe how they have figured out the keys to a mutually beneficial partnership. Presented at the 2017 Annual Meeting.

Benjamin Harding, CFP, ChFC; Kimberly A. Harding, CLU, CFP

Sep 22, 2017

Transitioning into a comprehensive fee-based practice

Harding and Harding discuss the changes they made in their practice to provide clients a comprehensive plan while incorporating fees. They stress the importance of being thorough and doing a full analysis of all aspects of a client's financial life and how this affects advisors moving forward due to the DOL ruling. Lastly, they share the impact of being fee-based advisors, including more referrals and growth in revenue.
Bringing attorneys and accountants into the fold

Anthony G. Engrassia, ChFC, LUTCF; Rebecca J. Gonzalez, CFP, CLU; Twyla Hardham, CFP; Benjamin Harding, CFP, ChFC; Darren W. Ulmer, CFP, CHS

Jul 1, 20246 min

Bringing attorneys and accountants into the fold

Relationships — or lack thereof — with a client’s other advisors can help build a business or stop deals dead in their tracks.
Come together for couple legacy planning

Anthony G. Engrassia, ChFC, LUTCF; Benjamin Harding, CFP, ChFC; Daniel Turnwald, CLU, LUTCF; Darren W. Ulmer, CFP, CHS

May 1, 20246 min

Come together for couple legacy planning

Getting client couples on the same page makes everyone aware of the legacy plan.

Benjamin Harding, CFP, ChFC; Kimberly A. Harding, CLU, CFP

Jan 27, 20185 min

Process, process, process

Can polar opposites be successful partners? Benjamin Harding and Kimberly A. Harding of Woburn, Massachusetts describe how they have figured out the keys to a mutually beneficial partnership. Presented at the 2017 Annual Meeting.