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Kitces & Carl Ep 130: Helping Everyone You Can Vs Getting Paid What You’re Really Worth

Nerd's Eye View

Few service industries have as much potential to impact lives as financial advice, and it's that very ability for financial advicers to help their clients achieve positive outcomes that can often compound for decades and beyond that make the profession deeply satisfying for so many.

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Tom Rieman on Accelerating Organic Growth and Elevating the Financial Advice Experience

Steve Sanduski

Why financial advice isn’t about complexity, it’s about connectivity. Brian Portnoy’s concept of client-centric advice vs. human-centric advice. Making financial advice a collaborative process. Service, hospitality, and “the food.”

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Podcast links: expensive elevators

Abnormal Returns

joincolossus.com) Investing Joe Fahmy talks with Michael Batnick about his career path in financial advice. youtube.com) Michael Easter talks food myths with Tamar Haspel, author of "To Boldly Grow: Finding Joy, Adventure, and Dinner in Your Own Backyard."

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Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning

eMoney Advisor

One way to assess this is to look at the value of financial advice as it stacks up to basic human needs. For example, the physiological needs at the base of the pyramid comprise what the human body needs to survive—food, water, shelter, and clothing—all things that can be purchased. Money and Maslow’s Hierarchy of Needs.

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Market Drama

Zoe Financial

month-over-month core CPI and headline CPI (which includes energy and food) of 6.5% About Zoe Financial. We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022. What to look forward to this week? On Thursday, we get the core CPI for December.

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Market Drama

Zoe Financial

It is not coming down as headline CPI (driven by energy and food prices, for instance). We believe financial advice should come from unbiased and certified professionals. Positive indicator that CPI will continue to come down. Core inflation came down to its lowest level since November 2021.

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Market Drama

Zoe Financial

for the core (that excludes food and energy prices since those tend to be the most volatile). About Zoe Financial. We believe financial advice should come from unbiased and certified professionals. Best Online Financial Advisor 2022. What to look forward to this week? We get November CPI numbers on Tuesday.