Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the challenges of acquiring advisory talent.
Quote of the Day
"Along our journey, we’ve successfully been able to mix organic growth via new clients, and inorganic growth via new advisors. And let me tell you, the latter is indeed a jungle."
(Michael Batnick)
Podcasts
- Brendan Frazier talks with Herman Brodie, co-author of "The Trust Mandate: The behavioral science behind how asset managers REALLY win and keep clients." (wiredplanning.com)
- Michael Kitces talks with Michelle Ogden, who is the founder of Ogden Wealth, about managing growth. (kitces.com)
- Daniel Crosby talks with Jon Dauphiné of the Foundation for Financial Planning about the value of pro bono planning. (standarddeviationspod.com)
Advisortech
- Advisers just want technology that works. (riaintel.com)
- A look at GuardRails a new risk management offering focused on drawdowns. (riabiz.com)
- Some recent goings-on in adviser tech including a round of capital for Alphathena. (thinkadvisor.com)
The biz
- Wealthy clients don't want to talk to a robot, but they want their advisers to utilize AI. (downtownjoshbrown.com)
- Organic growth is the best, most sustainable, growth. (theirrelevantinvestor.com)
Planning
- Are you doing these seven things that represent 'real financial planning'? (blairbellecurve.com)
- Are financial advisers slowly becoming life coaches? (davenadig.substack.com)
Advisers
- The most common reasons why clients keep their financial adviser. (morningstar.com)
- Six mistakes RIAs make in succession planning including 'Failing to involve employees early in the process.' (thinkadvisor.com)
- Seven mistakes made when writing employment agreements. (advisorperspectives.com)
- More people, including clients, are going to run into home insurance issues. (blairbellecurve.com)
- Why people take Social Security early. (crr.bc.edu)