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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

Also in industry news this week: How enforcement of FINRA Rule 4111 could further the decline in the number of broker-dealers and registered representatives. From there, we have several articles on investments: How Morningstar plans to simplify its rating system amid continued concerns about its effectiveness.

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Kitces & Carl Ep 99: What Does It Take For You To Find The Confidence To Take Action?

Nerd's Eye View

At the same time, though, over-analyzing strategies prior to implementing them can create a substantial gap between ideating a plan and actually putting it into motion. business goals! And sometimes, the fear of committing to an idea that might end in failure can be the real reason for the hesitation to implement in the first place.

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#FA Success Ep 326: Finding Marketing Success By Building Spreadsheets To Track That Advisor Data, With Erica Pauly

Nerd's Eye View

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