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Adviser links: proactive communication

Abnormal Returns

Podcasts The 22 financial adviser podcasts to listen to in 2025. citywire.com) Putting some numbers on the coming wave of adviser retirement. riabiz.com) Advisers Why clients change financial advisers. kitces.com) The number of CFPs topped 103,000. thinkadvisor.com)

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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

because the most enthusiastic testimonials related to clients feeling like their adviser was delivering a personalized plan, advisers who address client concerns directly and make them feel a part of the process could generate more positive reviews). Next , by taking a proactive approach to reinforcing where they add value (e.g.,

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The Art of Active Listening in Financial Advising: Building Trust and Uncovering Client Goals Beyond the Numbers

Don Connelly & Associates

Advisors who master active listening are able to transform the advisor-client relationship to understand and anticipate their clients needs beyond the surface of financial data and gain insight into what truly matters to clients.

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Adviser links: an honest promise

Abnormal Returns

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Advisers Why active listening is so important. advisorperspectives.com) The number of people taking the CFP exam is at a record high. thinkadvisor.com) What makes for a real financial adviser?

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Wednesday links: your median competitor

Abnormal Returns

wsj.com) ETFs The number of single-stock ETFs is growing. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Earnings continue to be supportive of the bull market. carsongroup.com) Measures of corporate sentiment are ticking higher. wsj.com) Good performance need not equal AUM.

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Wednesday links: investing your attention

Abnormal Returns

Strategy No matter how you spin the numbers, day trading is a losing proposition. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11. alchemy.substack.com) 23andMe's ($ME) independent board members have resigned.

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Tuesday links: permission and trust

Abnormal Returns

economist.com) An increasing number of houses in Japan have been abandoned. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (caia.org) Apple ($AAPL) is discontinuing Apple Pay Later. calculatedriskblog.com) Consumption is weakening.