Abnormal Returns

FEBRUARY 24, 2025

Podcasts Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book "Wealth in the Key of Life: Finding Your Financial Harmony." citywire.com) Your (potential) clients are looking online for financial advice. kitces.com) Morningstar Why Morningstar ($MORN) is getting out of the RIA software business.

Wealth Management 147

Wealth Management Retirement Planning Financial Advice Clients 147

Abnormal Returns

OCTOBER 7, 2024

Podcasts Blair duQuesnay talks with George Kinder about his new book "The Three Domains of Freedom." advisorservices.schwab.com) Advisers More people say they are willing to pay for financial advice. blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk.

Compliance 289

Compliance Wealth Management Financial Advice Government 289

Abnormal Returns

DECEMBER 4, 2023

standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice. thereformedbroker.com) How financial advisers can publish their own book. riabiz.com) Demand for financial advice is only increasing.

Wealth Management 258

Wealth Management Financial Advice Financial Advising Communication 258

Abnormal Returns

JUNE 22, 2023

Books An excerpt from Hal Hershfield's book "Your Future Self: How to Make Tomorrow Better Today." fastcompany.com) An excerpt from Katerine Clark's book "Billionaires’ Row: Tycoons, High Rollers and The Epic Race to Build The World’s Most Exclusive Skyscrapers" by Katherine Clarke.

Medicine 242

Medicine Financial Advice 242

Abnormal Returns

FEBRUARY 19, 2024

(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." downtownjoshbrown.com) How indexing has made for a better financial advice industry. standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand.

Clients 279

Clients Estate Planning Wealth Management Financial Advice 279

Abnormal Returns

JULY 19, 2023

Podcasts Peter Lazaroff talks with Jill Schlesinger about her latest book "The Great Money Reset." peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

MainStreet Financial Planning

JANUARY 25, 2023

The book is divided into 20 chapters which are written more like short stories. I found this short story concept refreshing because I could read a chapter and then quit for the evening or even a few days, then come back to the book and start a new chapter, learning a new concept without having to keep up as you would with a traditional book.

Financial Advice 98

Financial Advice Financial Planning Planning Investments 98

Nerd's Eye View

AUGUST 12, 2024

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust. In his book "The Five Dysfunctions Of A Team", Patrick Lencioni discusses similar issues that commonly occur among teams in the workplace.

Clients 246

Clients Financial Advice Accounting Business Planning 246

The Big Picture

SEPTEMBER 10, 2022

She believes that financial advice needs to be frictionless — investors should be able to access everything where ever they are. A list of her favorite books is here ; A transcript of our conversation is available here later this week. She discusses that when something looks too good to be true, it probably is.

Financial Advice 200

Financial Advice Clients Investments Investing 200

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 189

Financial Planner Financial Advice Financial Advisor Financial Planning 189

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 98

Budgeting Management Investments Investing 98

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! Introducing money and its principles as early as possible can help tremendously ensure your kids have a bright financial future. So keep reading to learn more about the benefits of finance books for kids and our top picks!

Budgeting 93

Budgeting Banking Investments Investing 93

Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." On the one hand, in an analysis of data going back to 1802 in his seminal book, "Stocks For The Long Run", Jeremy Siegel concluded that stocks outperformed bonds over long periods.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Nerd's Eye View

OCTOBER 1, 2024

We also talk about how Gaetano has built his current practice up to $75 million in just 5 years in part through client referrals that came after he got really proactive in addressing client concerns (from phone calls to webinars to additional written commentary and even crafting an expertise on PPP loans while they were available) during the COVID-induced (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

SEPTEMBER 12, 2023

We also talk about how, while building his first business (a website with a low-cost monthly subscription dedicated to helping people find 401(k) solutions), Jason found that most people who needed help were retirees that needed a financial advisor which inspired him to first launch his own RIA, how Jason rapidly grew his firm and attracted hundreds (..)

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Clever Girl Finance

SEPTEMBER 21, 2022

These best books about budgeting are linked via affiliate links that help us grow Clever Girl Finance! And while that may be true, the power of reading a good old-fashioned book shouldn’t be overlooked. Some of the best books about budgeting encompass much more information than you could squeeze into an article.

Budgeting 65

Budgeting Financial Planning Planning Financial Advice 65

Abnormal Returns

DECEMBER 13, 2024

joincolossus.com) Investing Joe Fahmy talks with Michael Batnick about his career path in financial advice. podcasts.apple.com) Khe Hy talks with Jennifer Wallace author of the book "Never Enough: When Achievement Culture Becomes Toxic-and What We Can Do About It."

Asset Allocation 130

Asset Allocation Healthcare Financial Advice Food 130

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Nerd's Eye View

JULY 25, 2024

About a decade or so ago, one of the most pressing issues facing the financial advice industry was the threat of an imminent deluge of advisor retirements coupled with a paucity of succession plans to transition clients to the next generation.

Communication 172

Communication Clients Financial Planning Planning 172

The Irrelevant Investor

NOVEMBER 11, 2019

Listen here: We discussed: What it's like to be an asset manager of over $300 million dollars in human capital Mariano Rivera's in-game routine Alex Rodriguez's financial advice The difference between taking time off in business and sports Guru culture, and much more For more information visit Coach's site here Get coach's book, Habits of a Champion (..)

Financial Advice 52

Financial Advice Assets Management 52

Indigo Marketing Agency

MARCH 19, 2025

To win with marketing your financial advisor services, all you need is a simple list of best practices that help you connect with your audience and get them to take action. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Nerd's Eye View

APRIL 23, 2024

We also talk about how Tyson discovered that by hiring additional junior advisors, he could reduce his stress levels by only stepping into client conversations when his more experienced level of expertise was really needed, why Tyson found the transition from 7 to 12 people on staff was particularly difficult and how growing beyond that point has made (..)

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

Risk Tolerance 52

Risk Tolerance Asset Allocation Financial Advice Investment Advisor 52

Sara Grillo

NOVEMBER 25, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Join the Transparency Advisor Movement The Transparent Advisor Movement ’s mission is to promote ideals (..)

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Investment Writing

JUNE 21, 2022

As you know, I agree with the mission of this book. In the world of financial advice, this means statements such as “We provide superior customer service.”. You may enjoy this book. Overall, McTigue’s book is an entertaining, easy-to-read book. Note: I received a free review copy of this book.

Commission 52

Commission Financial Advice Investments Investing 52

Steve Sanduski

APRIL 22, 2024

A Guest Post by Jeremy Keil , CFP®, CFA, CIMA® of Keil Financial Partners. If you’re like me, then you’ve heard the same type of advice like “Segment your book of business into A, B, C, D clients” and “Take great care of your A&B clients.” Now double it and then halve it.

Clients 59

Clients Financial Advice CFP Numbers 59

The Irrelevant Investor

DECEMBER 17, 2015

Book: Titan by Ron Chernow was brilliant. Blog Post: Morgan Housel's "Financial Advice for My New Son" New Twitter Account: @Jeopardystocks Experience: Spending two weeks with my wife in Italy. I would put Ken Feinberg in the "others" category. I was wrong. This interview was incredible. Movie- Ex-Machina.

Financial Advice 52

Financial Advice Accounting 52

The Irrelevant Investor

DECEMBER 8, 2019

By Scott Galloway A book you’re not into after 10 minutes of attention has little chance of a happy ending By Morgan Housel $1.29 By Myles Udland A cocktail of self-interest, cooperation, the assembly line, brand, and the processor has yielded more stakeholder value, as measured by GDP, in the last 50 years than in the previous 2,000.

Financial Advice 52

Financial Advice Assets Marketing Marketing 52

Indigo Marketing Agency

DECEMBER 10, 2024

Financial advice is deeply personal, and clients want to feel understood and supported by an advisor who brings expertise and empathy, not canned, robotic responses. Book a free strategy call today , and lets create a plan tailored to your goals. Stand Out Tier: Dominate your niche with advanced strategies.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Sara Grillo

DECEMBER 16, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Join the Transparency Advisor Movement The Transparent Advisor Movement s mission is to promote ideals of clarity, (..)

Financial Advisor 52

Financial Advisor Consulting Planning Retirement Planning 52

The Irrelevant Investor

MAY 5, 2021

Today’s Animal Spirits Talk Your Book is brought to you by Masterworks For more information please visit their site here. Don't be so quick to write people off Robinhood clapped back at Munger Robinhood has a customer service problem Robinhood is hiring 40 financial advisors Yahoo!

Financial Advice 52

Financial Advice Financial Advisor Marketing Marketing 52

Indigo Marketing Agency

DECEMBER 19, 2022

She has also written two books in which she interviewed some of the smartest minds in business, many of whom have been featured on the Forbes 30 Under 30 list. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

The Irrelevant Investor

APRIL 13, 2019

By Jason Zweig Podcasts Everybody's humor is different With Joe Rogan and Kevin Hart I was a legend in my own mind With Ryen Russillo and Trent Dilfer The NBA awards With Bill Simmons and Ryen Russillo Books What is the cost of knowing our past? And what is the cost of not?

Financial Advice 52

Financial Advice Economics 52

The Big Picture

JUNE 6, 2023

He started a blog, which eventually became a podcast and a book, and is now a Netflix series. Depending on the platform, it’s either “I Will Teach You to Be Rich,” the book, or the Netflix show “How to Get Rich.” So, before we get into the Netflix series and the book, let’s talk a little bit about your background.

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

Sara Grillo

JUNE 24, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Please subscribe to my newsletter to receive updates that raise awareness of consumer financial issues. Don’t be fooled! I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Insurance 59

Insurance Math Financial Advice Compliance 59

Your Richest Life

JULY 17, 2024

The internet is drowning in financial advice, both good and bad. Financial advice from the internet, podcasts, books or even your family members has to be taken with a grain of salt, because those sources don’t know your full financial picture.

Financial Planner 59

Financial Planner Estate Planning Financial Planning Financial Advice 59