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Enjoy the current installment of "Weekend Reading For FinancialPlanners" - this week's edition kicks off with the news that a recent survey indicates that 70% of affluent financial advisory clients who believe their advisor is always obligated to act as a fiduciary indicated they are satisfied with their relationship and aren't seeking out a new advisor, (..)
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In this episode of “Two Quants and a FinancialPlanner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers.
Writing helpful blog posts that talk about common money problems and give good advice to the target audience. Creating a Blog and Content Calendar for RIAs A content calendar helps you keep track of your content marketing. You can try blog posts, infographics, videos, webinars, and social media updates.
As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financialplanners who combine analytical depth with human insight. Because the real job of a financialplanner is not to predict the next market move. It is to help clients stick to their plan when everything else is moving.
In this episode of Two Quants and a FinancialPlanner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024.
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In this episode of “Two Quants and a FinancialPlanner,” we explore one of investing’s most debated topics: international diversification. 10 Top Investors Debate appeared first on Validea's Guru Investor Blog. Through clips from 10 different investing experts, we examine whether U.S.
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Fact-check everything: Follow SEBI-registered advisors, reputed financialplanners, and research from credible sources. What to Do Instead: Stick to fundamentals: Learn about asset allocation, risk management, and diversification before investing. Think long-term: The goal isnt to get rich overnightits to build wealth sustainably.
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’ All the things that any financialplanner going through a process would talk about up to and including now, pivoting over into the assets, getting truthful about where someone stands. What’s their relationship with money? And then pivoting over into, ‘Who does your taxes? Do you have an estate plan?
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Back in the day, financialplanners used to be able to place ads in the local paper and Yellow Pages to get clients. Of course, this is a scenario that leaves zero time to actually serve financial practice clients and manage their money! But thats still not good enough for financialplanners, given the highly regulated industry.
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