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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

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Rachel Elson on Her Journey From Intern to Lead Advisor in

Steve Sanduski

My guest today made the leap from personal finance journalism to second-seat advisor to lead advisor managing a full book of high-quality clients. On today’s show, Rachel Elson discusses how she learned to manage relationships with over 50 households, many of whom are younger tech professionals.

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Stuck Inside? Save 20% On The Marketing Guide For Financial Advisors! (Buy Now)

Indigo Marketing Agency

My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. I wrote this book to show financial advisors exactly how they can use digital marketing to grow their businesses. .

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CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships

Harness Wealth

This could be a weekly or monthly CRM review as part of your pipeline and client management process. Manage individual client interactions We’ve integrated the Harness client portal with HubSpot to streamline client communications. That means there should be integrations and plug-ins that save you time.

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The Better Letter: The Culture of Charade

The Better Letter

Ongoing conspiracies to hide excessive fees , poor performance (among clients , managers , and the hedge fund industry ), and the value of indexing. The interviewee often ignores the set-up and plows ahead to pre-scripted and mundane (at best) talking points as quickly as possible.

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