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Weekend Reading For Financial Planners (January 13-14)

Nerd's Eye View

Also in industry news this week: The Department of Labor (DoL) this week published a final rule delineating what makes an individual an independent contractor versus a company employee, though it did not provide specific guidance for registered representatives of broker-dealers and other financial professionals who have expressed concern that their (..)

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Improve client relationships

Million Dollar Round Table (MDRT)

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 78
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Goal-based Financial Planning for All Life Stages

eMoney Advisor

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. Whereas cash flow-based financial planning involves a precise approach to meeting goals based on the money flowing into and out of a household every month. Rising food prices?

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Saturday links: impromptu fun

Abnormal Returns

asia.nikkei.com) European data centers are making plans for electricity outages this winter. theconversation.com) Communicating about viral transmission is no easy feat. nber.org) Food How water shortages are going to affect food prices. (wisdomtree.com) Electric delivery vans are a no-brainer.

Food 130
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How to a Memorable Client Event (With 10 Examples to Inspire Your Own)

FMG

Meeting with your clients outside of the office and getting them engaged with your community planning is crucial for establishing strong relationships. Whether retirement planning, technology seminars, or education planning, community events are an efficient way to share your experience with others in your community.

Clients 108
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Why You Should Consider Helping with Your Family’s College Expenses

Integrity Financial Planning

They may have to deal with roommates and learn how to communicate better with the people they live with. New foods, new music, new approaches to problems. The post Why You Should Consider Helping with Your Family’s College Expenses appeared first on Integrity Financial Planning, Inc. Think back to your time at high school.

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How Much Does The Average Wedding Cost?

Clever Girl Finance

There's food, music, location, and outfits to consider for your big day. There's so much more to plan for than just the cost of the ceremony and some food at the reception. You definitely want to plan for extra expenses in your wedding budget breakdown. Different food options. Hidden costs of a wedding day.