Abnormal Returns

DECEMBER 25, 2024

Podcasts Christine Benz talks with Daniel Crosby about his new book "The Soul of Wealth: 50 Reflections on Money and Meaning." wsj.com) Personal finance You need to put on your own (financial) oxygen mask first. nytimes.com) Be careful who you trust for financial advice. Why you can't let that throw you.

Financial Advice 144

Financial Advice Retirement Taxes Insurance 144

Abnormal Returns

DECEMBER 11, 2024

podcasts.apple.com) Christine Benz and Jeff Ptak talk with Tom Idzorek and Paul Kaplan about their new book "Lifetime Financial Advice: A Personalized Optimal Multilevel Approach." barrons.com) Financial stress is real. (ritholtz.com) Jack Forehand and Matt Zeigler talk lessons learned from Ben Carlson. moneytalks101.substack.com)

Retirement 144

Retirement Financial Advice Taxes Financial Planning 144

Abnormal Returns

MAY 26, 2025

Podcasts Paul Krugman talks with Barry Ritholtz about his book "How NOT to Invest." paulkrugman.substack.com) Jess Bost and Mark Newfield talk with Ashley Quamme about her journey to financial advice. thinkadvisor.com) Charles Schwab ($SCHW) is willing to step on some toes to take RIA mindshare.

Financial Planning 176

Financial Planning Financial Advice Financial Advisor Retirement 176

The Big Picture

MAY 1, 2025

Many, if not most, investing books aim to teach people how TO invest. Your focus is giving readers advice on how NOT to invest. The book is broken down into four categories of things not to do when youre investing. Stoic philosophy is Control what you can *The final part of your book is called Good Advice.

Retirement 187

Retirement Investing Investments Numbers 187

A Wealth of Common Sense

OCTOBER 14, 2022

A new research paper from an economist at Yale did a deep dive into 50 of the most popular personal finance books of all-time. The point of the paper was to show how typical personal finance advice differs from academic economic models.

Financial Advice 144

Financial Advice Economics 144

Abnormal Returns

FEBRUARY 24, 2025

Podcasts Christine Benz and Amy Arnott talk with Preston Cherry, author of a new book "Wealth in the Key of Life: Finding Your Financial Harmony." citywire.com) Your (potential) clients are looking online for financial advice. kitces.com) Morningstar Why Morningstar ($MORN) is getting out of the RIA software business.

Wealth Management 144

Wealth Management Retirement Planning Financial Advice Clients 144

Abnormal Returns

OCTOBER 7, 2024

Podcasts Blair duQuesnay talks with George Kinder about his new book "The Three Domains of Freedom." advisorservices.schwab.com) Advisers More people say they are willing to pay for financial advice. blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford Risk.

Compliance 284

Compliance Wealth Management Financial Advice Government 284

Abnormal Returns

DECEMBER 4, 2023

standarddeviationspod.com) Brendan Frazier on getting clients to actually implement your advice. podcasts.apple.com) The biz Software is eating financial advice. thereformedbroker.com) How financial advisers can publish their own book. riabiz.com) Demand for financial advice is only increasing.

Wealth Management 254

Wealth Management Financial Advice Financial Advising Communication 254

Abnormal Returns

JUNE 22, 2023

Books An excerpt from Hal Hershfield's book "Your Future Self: How to Make Tomorrow Better Today." fastcompany.com) An excerpt from Katerine Clark's book "Billionaires’ Row: Tycoons, High Rollers and The Epic Race to Build The World’s Most Exclusive Skyscrapers" by Katherine Clarke.

Medicine 242

Medicine Financial Advice 242

Abnormal Returns

FEBRUARY 19, 2024

(washingtonpost.com) Daniel Crosby offers another sneak preview of an essay from his upcoming book, "The Soul of Wealth." downtownjoshbrown.com) How indexing has made for a better financial advice industry. standarddeviationspod.com) Trends The wealth management industry is going to be slammed with demand.

Clients 274

Clients Estate Planning Wealth Management Financial Advice 274

Nerd's Eye View

APRIL 8, 2025

We also talk about Seth's journey to financial planning as a career changer (after finding that previous jobs in urban planning and real estate either took too much time away from his family or weren't compatible with his values), how Seth's connection with a family friend eventually led him to assume the books of business of three retiring advisors (..)

Financial Planning 130

Financial Planning Clients Planning Financial Advisor 130

Abnormal Returns

JULY 19, 2023

Podcasts Peter Lazaroff talks with Jill Schlesinger about her latest book "The Great Money Reset." peterlazaroff.com) Tim Ranzetta talks with Jonathan Clements, editor of the new book "My Money Journey, How 30 People Found Financial Freedom And You Can Too." ngpf.org) Retirement FAT Fire.

Financial Counseling 49

Financial Counseling Retirement Financial Advice Portfolio 49

The Big Picture

JUNE 9, 2025

24/7 Financial Advice TikTokInvestors Gell-Mann Amnesia Signal-to-Noise Ratio Lose the News Use the News: Reengineer Your Media Diet Before you accept the investing advice from a random stranger, ask yourself if they are concerned with your comfortable retirement, or buying a new house, paying for your kids college.

Media 306

Media Advertising Investing Investments 306

Nerd's Eye View

DECEMBER 26, 2022

Thanks again for the opportunity to serve you in 2022, and I’m excited to share more soon about some new initiatives we’re planning to do to support the Financial Advicer community even more in 2023 and beyond! In the meantime, I hope you're having a safe and happy holiday season. Read More.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

MainStreet Financial Planning

JANUARY 25, 2023

The book is divided into 20 chapters which are written more like short stories. I found this short story concept refreshing because I could read a chapter and then quit for the evening or even a few days, then come back to the book and start a new chapter, learning a new concept without having to keep up as you would with a traditional book.

Financial Advice 98

Financial Advice Financial Planning Planning Investing 98

Nerd's Eye View

AUGUST 12, 2024

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust. In his book "The Five Dysfunctions Of A Team", Patrick Lencioni discusses similar issues that commonly occur among teams in the workplace.

Clients 246

Clients Financial Advice Accounting Business Planning 246

The Big Picture

SEPTEMBER 10, 2022

She believes that financial advice needs to be frictionless — investors should be able to access everything where ever they are. A list of her favorite books is here ; A transcript of our conversation is available here later this week. She discusses that when something looks too good to be true, it probably is.

Financial Advice 198

Financial Advice Clients Investing Investments 198

Nerd's Eye View

SEPTEMBER 8, 2022

For many financial advisors, the most valuable part of what they offer comes down to the financial advice that they give, whether it be the expert guidance they give to a certain niche or a unique point of view that presents unique insights to an individual client.

Financial Planner 189

Financial Planner Financial Advice Financial Planning Financial Advisor 189

Clever Girl Finance

OCTOBER 16, 2023

With all the resources online, it can be easy to overlook financial literacy books. However, books allow you time to reflect as you read. Because they’re long-form, books are a great way to dive into topics you care about. That said, you can use some of the best finance books to achieve financial wellness.

Budgeting 98

Budgeting Management Retirement Investing 98

Clever Girl Finance

JANUARY 4, 2024

We’ve rounded up the best money books for kids to help you guide them into early financial literacy! Introducing money and its principles as early as possible can help tremendously ensure your kids have a bright financial future. So keep reading to learn more about the benefits of finance books for kids and our top picks!

Budgeting 97

Budgeting Banking Investing Investments 97

Clever Girl Finance

SEPTEMBER 21, 2022

These best books about budgeting are linked via affiliate links that help us grow Clever Girl Finance! And while that may be true, the power of reading a good old-fashioned book shouldn’t be overlooked. Some of the best books about budgeting encompass much more information than you could squeeze into an article.

Budgeting 72

Budgeting Financial Planning Planning Financial Advice 72

Nerd's Eye View

OCTOBER 1, 2024

We also talk about how Gaetano has built his current practice up to $75 million in just 5 years in part through client referrals that came after he got really proactive in addressing client concerns (from phone calls to webinars to additional written commentary and even crafting an expertise on PPP loans while they were available) during the COVID-induced (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Nerd's Eye View

APRIL 10, 2024

Financial advicers are intimately familiar with the phrase, "Past results are not indicative of future performance." On the one hand, in an analysis of data going back to 1802 in his seminal book, "Stocks For The Long Run", Jeremy Siegel concluded that stocks outperformed bonds over long periods.

Asset Allocation 246

Asset Allocation Wealth Accumulation Assets Portfolio 246

Nerd's Eye View

SEPTEMBER 12, 2023

We also talk about how, while building his first business (a website with a low-cost monthly subscription dedicated to helping people find 401(k) solutions), Jason found that most people who needed help were retirees that needed a financial advisor which inspired him to first launch his own RIA, how Jason rapidly grew his firm and attracted hundreds (..)

Financial Advisor 246

Financial Advisor Investing Investments Financial Advice 246

Abnormal Returns

DECEMBER 13, 2024

joincolossus.com) Investing Joe Fahmy talks with Michael Batnick about his career path in financial advice. podcasts.apple.com) Khe Hy talks with Jennifer Wallace author of the book "Never Enough: When Achievement Culture Becomes Toxic-and What We Can Do About It."

Asset Allocation 130

Asset Allocation Healthcare Financial Advice Food 130

NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

Financial Planner 52

Financial Planner Recruitment Financial Services Retirement Planning 52

Nerd's Eye View

JULY 25, 2024

About a decade or so ago, one of the most pressing issues facing the financial advice industry was the threat of an imminent deluge of advisor retirements coupled with a paucity of succession plans to transition clients to the next generation.

Communication 172

Communication Clients Financial Planning Financial Advice 172

The Irrelevant Investor

NOVEMBER 11, 2019

Listen here: We discussed: What it's like to be an asset manager of over $300 million dollars in human capital Mariano Rivera's in-game routine Alex Rodriguez's financial advice The difference between taking time off in business and sports Guru culture, and much more For more information visit Coach's site here Get coach's book, Habits of a Champion (..)

Financial Advice 52

Financial Advice Assets Management 52

MainStreet Financial Planning

MARCH 2, 2023

I’ve been asked if there is a textbook we use, and as part of the required reading, we use a book that originally came out in 1975! My class uses this book to understand the history of the markets and theories such as the efficient market hypothesis, capital assets market theory and fundamental and technical analysis.

Risk Tolerance 52

Risk Tolerance Asset Allocation Financial Advice Investment Advisor 52

Indigo Marketing Agency

MARCH 19, 2025

To win with marketing your financial advisor services, all you need is a simple list of best practices that help you connect with your audience and get them to take action. Indigo Marketing Agency helps financial advisors get more clients with our complete marketing and advertising services. Book a free call today.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Nerd's Eye View

APRIL 23, 2024

We also talk about how Tyson discovered that by hiring additional junior advisors, he could reduce his stress levels by only stepping into client conversations when his more experienced level of expertise was really needed, why Tyson found the transition from 7 to 12 people on staff was particularly difficult and how growing beyond that point has made (..)

Clients 130

Clients Financial Advisor Wealth Advisor Financial Advice 130

Indigo Marketing Agency

JUNE 18, 2025

The best content for financial advisors in this category addresses specific, actionable challenges that your target audience faces daily. Effective guides go beyond generic financial advice. Book your free strategy call today and learn how the right content strategy can transform your business in 2025.

Financial Advisor 52

Financial Advisor Clients Education Healthcare 52

Indigo Marketing Agency

MAY 31, 2025

Whats the best financial advice youve ever received? Client Success Stories: Give a 30-second overview of how you helped someone reach a financial milestone. Or book a call with our team. Do I need expensive equipment to start with short-form financial advisor video marketing? Let your audience get to know you.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

NOVEMBER 25, 2024

I am an hourly consultant for those who just need one-time or recurring guidance People hire me as a ghostwriter to write content for a project fee I have a social media training program I have a book about what to say on LinkedIn messenger Join the Transparency Advisor Movement The Transparent Advisor Movement ’s mission is to promote ideals (..)

Insurance 52

Insurance Financial Advisor Consulting Clients 52

Clever Girl Finance

JUNE 5, 2025

She tackles common financial advice head-on and offers her own proven systems to help people get ahead financially. If you want to explore alternative philosophies to common advice on topics such as budgeting , you’ll want to check out Afford Anything. She is also the financial editor of NBC’s Today Show.

Certified Financial Planner 52

Certified Financial Planner Financial Advice Budgeting Food 52

Getting Your Financial Ducks In A Row

MARCH 20, 2023

It may not be glamorous (what sound financial advice is?) but this is one of those recommendations that has passed the test of time, and has been a part of some of the world’s greatest financial success stories.

Insurance 123

Insurance Financial Advice Accounting Assets 123

Investment Writing

JUNE 21, 2022

As you know, I agree with the mission of this book. In the world of financial advice, this means statements such as “We provide superior customer service.”. You may enjoy this book. Overall, McTigue’s book is an entertaining, easy-to-read book. Note: I received a free review copy of this book.

Commission 52

Commission Financial Advice Investing Investments 52