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Adviser links: communication skills

Abnormal Returns

Podcasts Ben Johnson and Julie Willoughby talk with Jen Abate, Head of Financial Institutions Group at Lazard Asset Management (morningstar.com) Cameron Passmore and Benjamin Felix talk with Meir Statman author of the new book "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance."

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Longform links: enduring communication

Abnormal Returns

Books An excerpt from "On the Move: The Overheating Earth and the Uprooting of America" by Abrahm Lustgarten. theatlantic.com) A Q&A with Jonathan Haidt author of "The Anxious Generation: How the Great Rewiring of Childhood Is Causing an Epidemic of Mental Illness."

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Reframing Risk In Retirement As “Over- And Under-Spending” To Better Communicate Decisions To Clients, And Finding “Best Guess” Spending Level

Nerd's Eye View

Over the past few decades, advicers have used Monte Carlo analysis tools to communicate to clients if their assets and planned level of spending were sufficient for them to realize their goals while (critically) not running out of money in retirement.

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Wednesday links: expert communicators

Abnormal Returns

Strategy Better investing comes from better decision making. ritholtz.com) Quant strategies are not free from human input. blog.validea.com) The only way to learn about investing is actually putting money on the line. flyoverstocks.com) Expertise does not shield you from failure. portfoliocharts.com) Finance Zero-day options are coming to Europe.

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How to Create an Employer Brand That Attracts the Best Global Talent

What are the most effective ways to communicate your employer brand? This article will answer these critical questions: Why is it important for companies to focus on their brand? How does employer branding help attract and retain top global talent? Which are the most effective employer branding strategies?

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Communicate (The Necessity Of) Fee Increases With A Client-Centric, Value-Based Approach

Nerd's Eye View

A better way to implement and communicate fee increases may be one that is centered around providing more value to the client in exchange for the higher fee.

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SEC Fines Firms $81M For Off-Channel Communications Lapses

Wealth Management

mirror other allegations concerning retaining electronic communications. The settlements with Northwestern Mutual, Guggenheim and Oppenheimer & Co.

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The Blueprint for a Customer-Centric Digital Lending Experience

Traub even dives into communication styles, teamwork, and how to best operate along the way. Discover how to utilize new technology without alienating existing customers, what to emphasize when working on your platform, and how to utilize the data at your disposal while not becoming overly reliant on it.

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Attract Top Talent with 2022's Global Workforce Trends Report

What communication approaches can help increase innovation. This new era of work requires more diligence than ever before — and being aware of the upcoming workforce trends will help companies boost retention and attract top global talent. This eBook offers insight into: How hybrid working impacts leaders and employees. Download today!