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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Personal finance links: the idea of enough

Abnormal Returns

tonyisola.com) Aging 10 steps to prepare financially for retirement, including 'Design a retirement paycheck.' theretirementmanifesto.com) How to think about retirement planning even though it may be decades off. nextbigideaclub.com) Some updated estimates of sustainable retirement withdrawal rates.

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FSP Offers Professional Learning Resource on Retirement Planning

NAIFA Advisor Today

Retirement Plans and Retirement Planning , a newly revised ebook by Kenn B. Tacchino , JD, LLM, Professor of Taxation and Financial Planning at Widener University , is a valuable resource for financial planning students and practitioners.

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At The Money: How to Spend Your Money in Retirement

The Big Picture

. ~~~ About this week’s guest: Christine Benz is Director of Personal Finance & Retirement Planning at Morningstar; her new book is “ How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. ” She joins Barry Ritholtz to discuss what you need to know about planning for retirement.

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#FASuccess Ep 432: Crafting “Input Deliverables” That Show Financial Planning Value To Clients Without Creating Busy-Work, With Seth Scott

Nerd's Eye View

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 (..)

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Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call”

Indigo Marketing Agency

Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call” Let’s talk about your call to action for financial advisors. Because “Book a Call” isn’t cutting it. But for many financial advisors, that CTA ends up being a button that says…“Book a Call.” Stop guessing and start converting.

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. LPL Recruits $250M Fresno Team From Osaic Fresno, Calif.-based