article thumbnail

Kitces & Carl Ep 146: Re-Educating Clients (Scalably) After They “Read Something On The Internet”

Nerd's Eye View

A cornerstone service that many financial advisors provide is education. This puts advisors in a challenging situation to re-educate or redirect the client without becoming combative or condescending.

Education 130
article thumbnail

Monday links: overrating education

Abnormal Returns

Crypto The crypto industry is at a crossroads, post-FTX. on.ft.com) Michael Batnick and Ben Carlson talk with Chris Kuiper, Director of Research at Fidelity Digital Assets. theirrelevantinvestor.com) Startups The startup scene is living in two different worlds: AI and everything else.

Education 239
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

529-To-Roth IRA Rollovers: Taking Advantage Of The New Option To Move Education Savings To Retirement Savings

Nerd's Eye View

Traditionally, the challenge in using a 529 plan to save for higher education expenses has been figuring out how much to save to cover the beneficiary's college costs without overshooting and saving more in the 529 plan than is actually needed. The Secure 2.0 Read More.

Education 216
article thumbnail

Cornerstones to Growth: Referrals and Education

Wealth Management

Bradshaw Rogers Financial Partners prioritize client satisfaction through social events, educational events and regular portfolio updates.

article thumbnail

High school financial education courses in the United States

Alpha Architect

This article provides detailed insights into how high school financial education policies are implemented at the local level. High school financial education courses in the United States was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.

article thumbnail

5 Effective Ways Financial Advisors Can Educate Clients

Don Connelly & Associates

Financial advisors who prioritize client education foster trust and instill confidence in their clients. Here are five of the most effective ways financial advisors can educate their clients: The post 5 Effective Ways Financial Advisors Can Educate Clients appeared first on Don Connelly & Associates.

article thumbnail

FLX Networks’ New Program Aims to Educate Advisors on Closed-End Funds

Wealth Management

However the market remains under-served when it comes to education and thought leadership. Closed-end funds can help advisors achieve alpha for their clients, said FLX's CEO.

Education 110