The Big Picture

MARCH 20, 2025

I know, I know, I am torturing you with book stuff. “From the introduction right on through the final page, Ritholtz is clear that his book is designed to reduce mistakes your mistakes with money. Slow and steady wins the race, or something like that. Put another way, Ritholtz is fun.

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Investing Investments Communication Retirement 147

Indigo Marketing Agency

DECEMBER 11, 2024

How Financial Advisors Get More Booked Calls If youve been following us for a while, you already know the importance of a consistent financial advisor marketing strategy. But you may wonder how your marketing efforts translate into what you really want: more booked calls. If that sounds like a lot, dont worry.

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Financial Advisor Communication Media Clients 52

Nerd's Eye View

JULY 25, 2024

While that scenario has yet to materialize as initially feared, the fact remains that transitions do occur on a regular basis, often as older advisors either sell their practices in one fell swoop or gradually offload part of their book while still staying engaged with a smaller group of core clients.

Communication 172

Communication Clients Financial Planning Planning 172

The Big Picture

JULY 23, 2022

We discuss how he launched a PE company in his dorm at Stanford’s GSB, and proceeded to “make every mistake in the book.” ” But his investors stayed with him, impressed by his communication throughout the rough period. Graham Weaver’s favorite books.

Communication 310

Communication Investments Investing Marketing 310

Abnormal Returns

FEBRUARY 22, 2024

Books A Q&A with Kara Swisher author of "Burn Book: A Tech Love Story." aeon.co) Communication A changing climate requires skilled communicators to explain what is going on. thehustle.co) Investing The case for venture capital. notboring.co) Crypto was ultimately a big con.

Communication 266

Communication Investing Investments 266

Abnormal Returns

SEPTEMBER 28, 2023

Books An excerpt from "Optimal Illusions: The False Promise of Optimization" by Coco Krumme. engadget.com) An excerpt from Michael Wolff's new book, "The Fall: The End of Fox News and the Murdoch Dynasty." bigthink.com) Animal communication is more sophisticated than commonly thought.

Communication 276

Communication Economics Management Marketing 276

A Wealth of Common Sense

MARCH 15, 2025

On today’s Talk Your Book, we are joined by Charles Duhigg, Author of Supercommunicators: See here for a copy of Supercommunicators On today’s show, we discuss: What it means to be a Supercommunicator Charles’ inspiration for the book Reader’s largest lightbulb moment Can AI communicate as well as humans?

Communication 52

Communication 52

Abnormal Returns

JANUARY 18, 2024

Books An excerpt from "Fluke: Chance, Chaos, and Why Everything We Do Matters" by Brian Klass. theatlantic.com) An excerpt from Lisa Whittington-Hill’s new book, "The Go-Go’s: Beauty and the Beat." newyorker.com) Scientists are using AI to try and decipher how animals communicate. bloomberg.com) In praise of experimentation.

Food 261

Food Communication Media 261

Trade Brains

JULY 27, 2022

Tata Communications Vs Tata Teleservices: The Tata Group is one of the oldest and most prestigious business groups in India. Two companies -Tata Communications and Tata Teleservices in the telecom and media sector have given multibagger returns in the past five years. Tata Communications. Keep reading to find out! Data Business.

Communication 113

Communication Engineering Media Government 113

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. A list of her favorite books is here ; A transcript of our conversation is available here Tuesday.

Compliance 312

Compliance Communication Government Banking 312

Abnormal Returns

SEPTEMBER 7, 2023

Books A Q&A with Alicia Kennedy author of "No Meat Required: The Cultural History & Culinary Future of Plant-Based Eating." hazlitt.net) A Q&A with Todd Rogers, co-author of "Writing for Busy Readers: Communicate More Effectively in the Real World."

Communication 277

Communication 277

The Big Picture

SEPTEMBER 26, 2024

In celebration of Abbey Road being released 55 years ago today (September 26, 1969), here is a short, Beatles-related excerpt from my upcoming book: “ How Not To Invest: The ideas, numbers, and behaviors that destroy wealth – and how to avoid them.” That convinced Sullivan to book the lads.2 How did they blow it?

Numbers 334

Numbers Communication Media Investing 334

Abnormal Returns

APRIL 21, 2024

nber.org) How book bans have spread across America. disciplinefunds.com) The Fed's communication regime is a mess. (npr.org) Cellphone data shows people go to church less they claim. npr.org) Economy Why wealth inequality is growing. downtownjoshbrown.com) Why the Fed focuses on core inflation.

Financial Advising 278

Financial Advising Taxes Communication Manufacturing 278

Nerd's Eye View

JUNE 1, 2023

In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors.

Communication 246

Communication Financial Advisor Clients Management 246

Abnormal Returns

FEBRUARY 12, 2024

Podcasts Brendan Frazier talks with Sten Morgan, the founder of Legacy Investment Planning, about better communicating with clients. kitces.com) Daniel Crosby reads another chapter from his forthcoming book "The Soul of Money." standarddeviationspod.com) The biz Fidelity now oversees some $12.6 trillion in assets.

Wealth Management 262

Wealth Management Retirement Communication Investment Planning 262

Abnormal Returns

NOVEMBER 9, 2023

nymag.com) Books An excerpt from "Same as Ever: A Guide to What Never Changes" by Morgan Housel. behavioralscientist.org) Annie Duke talks with Matt Abrahams author of “Think Fast, Talk Smart: Communication Techniques.” collabfund.com) An excerpt from "Right Kind of Wrong: The Science of Failing Well" by Amy Edmondson.

Startup 259

Startup Communication Accounting 259

Abnormal Returns

DECEMBER 4, 2023

thereformedbroker.com) How financial advisers can publish their own book. institutionalinvestor.com) Why RIAs need to be more mindful of off-platform communications. (kitces.com) Vanguard is ending its INVEST partnership with American Express ($AXP). riabiz.com) Content Josh Brown's The Reformed Broker is ending its run.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Abnormal Returns

DECEMBER 7, 2022

tonyisola.com) How couples communicate about money is more important than the details. jillianjohnsrud.com) Some recent personal finance books worth checking out including "After the Death of Your Spouse" by Mike Piper. Family Tony Isola, "Projecting irrational expectations onto your kids and finances is a dangerous game."

Communication 243

Communication Taxes Retirement Planning 243

Clever Girl Finance

JULY 30, 2022

The importance of reading books is often overlooked. Although the value found in the pages of a good book is regularly underestimated, reading can transform your life in many ways. Let’s explore how reading books can impact your life for the better. The importance of reading books. Advantages of reading books.

Communication 97

Communication Numbers Banking Investing 97

The Big Picture

MARCH 25, 2025

Extra special guest, Jim O’Shaughnessy, his book that I came to know him with first was, what Works on Wall Street, which has been just a perennial seller. If you have to take a 10 or 20% haircut, I want all this off the books. We’re gonna talk more about quotes and books in a moment. What a delight. Right, right.

Management 147

Management Numbers Investing Investments 147

The Big Picture

FEBRUARY 11, 2023

There is (if possible) too much communication and too much communication from the Federal Reserve. A list of his favorite books is here ; A transcript of our conversation is available here Tuesday. We also discuss the value of some mystery at the central bank.

Communication 189

Communication Banking Investing Investments 189

Abnormal Returns

FEBRUARY 8, 2023

They now also have to be good at communicating. And they have to do that without any real rule book." (sixcolors.com) Four big macro risks for Apple ($AAPL). macworld.com) Economy James Surowiecki, "Fed chairs don’t just have to be good at making policy.

Financial Advising 244

Financial Advising Advertising Communication Economy 244

Million Dollar Round Table (MDRT)

JANUARY 3, 2023

Olson, CFP, MSFS Books are a source of fresh ideas that spark growth in my career as a financial advisor. And that growth happens at a deeper level when I discuss the business books I’m reading with my MDRT book club. Below are my five favorite book club picks from 2022. I hope you will find them as insightful as I did.

CFP 98

CFP Financial Advisor Communication 98

Nerd's Eye View

NOVEMBER 14, 2023

And be certain to listen to the end, where Eric shares why, even though his firm added 60 new clients last year, Eric has his sights on acquiring at least 100 new clients per year going forward so that he can grow and scale his firm even faster because he wants to help even more people, how Eric historically struggled to celebrate his wins because (..)

Financial Planning 246

Financial Planning Clients Planning Financial Advisor 246

The Big Picture

JUNE 17, 2023

( Vox ) • When Doctors Use a Chatbot to Improve Their Bedside Manner : Despite the drawbacks of turning to artificial intelligence in medicine, some physicians find that ChatGPT improves their ability to communicate empathetically with patients. ( And yes, surfing and music are involved. (

Medicine 264

Medicine Communication Marketing Marketing 264

Nerd's Eye View

JULY 13, 2023

Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.

Clients 246

Clients Financial Planning Financial Planner Communication 246

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Communication 244

Communication Management Clients Numbers 244

The Big Picture

DECEMBER 12, 2022

Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. The Gamification of Everything Is No Fun : Adrian Hon’s book “You’ve Been Played” warns against the abuses of game logic in work and politics. Wall Street Journal ). • Gen Z came to ‘slay.’ Washington Post ).

Math 306

Math Economy Communication Economics 306

Abnormal Returns

AUGUST 23, 2023

time.com) Family Communicating about money with your partner never really ends. whitecoatinvestor.com) Books A Q&A with Manisha Thakor author of ”MoneyZen: The Secret to Finding Your “Enough.” (awealthofcommonsense.com) Not everyone wants to travel widely in retirement. humbledollar.com) Why QCDs can be so valuable, tax-wise.

Estate Planning 246

Estate Planning Retirement Communication Taxes 246

Trade Brains

FEBRUARY 21, 2024

The company’s total outstanding order book as of 31st January 2024 stands at a whopping amount of Rs 76,000 crores. This article takes a closer look at BEL’s journey, exploring the company’s business, the turnover breakup of the company, order book status, the recent big orders the company received, and future outlook.

Electronics 105

Electronics Government Communication Budgeting 105

The Big Picture

JANUARY 7, 2023

Future Crunch ) see also What we learned from books this year : 37 books we read in 2022 were filled with research, insights, and advice for managing yourself and your team. Many people attribute this difference to our greater intelligence or our greater linguistic communication ability. Charterworks ). • Noahpinion ). •

Communication 262

Communication Management Marketing Marketing 262

Nerd's Eye View

APRIL 30, 2024

So, whether you're interested in learning about leveraging YouTube videos to drive client growth, how to measure marketing efficiency and set goals for the output of marketing spend or how to manage a rapidly growing firm, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Troy Sharpe.

Financial Advisor 246

Financial Advisor Clients Retirement Planning 246

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! So keep reading to learn more about the benefits of finance books for kids and our top picks! What is the best book for learning money? Here are some of the benefits of money books for kids! Want to raise money-savvy kids?

Budgeting 93

Budgeting Banking Investing Investments 93

Investment Writing

MARCH 4, 2025

Nothing to Fear: Demystifying Death to Live More Fully is a practical, down-to-earth book written by hospice nurse Julie McFadden. The book is scheduled for release on March 18, 2025. Susan has an exceptional ability to tailor investment communications to the sophistication level of any audience.

Clients 113

Clients Communication Investing Investments 113

Nerd's Eye View

APRIL 26, 2023

Firm policies and procedures in each of these areas need to be reviewed and updated on an annual basis; however, given how wide-ranging each of these topics can be, solo advisors might want to consider tackling each topic separately at a different time each year (for example, addressing 1 major area each quarter).

Compliance 246

Compliance Clients Advertising Accounting 246

Nerd's Eye View

FEBRUARY 12, 2024

Accordingly, advisory firms can use a framework to show appreciation based on 5 different 'languages' as discussed in "The 5 Languages of Appreciation In The Workplace" by Gary Chapman and Paul White (based on Gary Chapman's earlier book, "The 5 Love Languages"). As the 5th language, Appropriate Physical Touch (e.g.,

Communication 246

Communication Clients Management Business Planning 246

Sara Grillo

MAY 24, 2024

Here is how to communicate what you do, when talking to a prospect or lead. I can not state it any more clearly than this: If you communicate more than three points , it comes off as a mish mosh , and there is no point to saying anything at all. Sara G The post “How do I communicate everything I do?” See you in the next one!

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Communication Financial Advisor Media Consulting 52