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Kitces & Carl Ep 126: The Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs. Old Fee Increases

Nerd's Eye View

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how raising one's advisory fees may perhaps be the most efficient strategy for growth and scaling, and how advisors can justify and execute a fee increase for their own services.

Math 180
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10 Monday AM Reads

The Big Picture

Yet the fundamental math of bond returns bodes well for 2023, our columnist says. ( Gen Z’s use of emojis, slang and punctuation is confusing older colleagues as workplace communications are increasingly online. The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). • Economist ).

Math 300
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Saving Capitalism 1 Stock at a Time

David Nelson

Led Zeppelin’s Communication Breakdown was the quintessential rock song with two lines of lyrics that set the tone for what’s taking place in the communication sector this year. Communication breakdown, it’s always the same Havin’ a nervous breakdown, a-drive me insane Every U.S. Do the Math!

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#FA Success Ep 321: Navigating The Financial Advisor Career Track In An Unfamiliar Culture, With Danqin Fang

Nerd's Eye View

In this episode, we talk in-depth about how after a few mentors in China suggested that Danqin look into private banking and wealth management (as they felt it better suited her than her initial accounting major), she began Googling potential career paths in China but instead came across the CFP Board website and immediately connected with the description (..)

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8 Of The Best 6 Figure Jobs Without A College Degree

Clever Girl Finance

Average salary: $112,513 Skills needed to become a product manager: Critical thinking Organization Business understanding UX knowledge Communication Collaboration Subject expertise Strategic mind 2. A strong understanding of communication and also listening will take you far in this field. You can also get additional training.

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Weekly Market Insights – January 8, 2024

Cornerstone Financial Advisory

Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

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Transcript: Lynn Martin

The Big Picture

So I tend to view computer coding not that dissimilar to communicating in a foreign language. A lot of times you’re learning your French, Spanish to communicate with someone in a different country. When you’re learning computer coding, you’re just learning how to communicate with a machine.