The Big Picture
DECEMBER 7, 2022
But I never want to lose touch with how Main Street feels about market activity, especially during periods of sell-offs and higher volatility. I recall a vacation during late February 2020, as the market was starting to price in the pandemic. How does all of this “free financial advice” impact your collective psyche?
Nerd's Eye View
DECEMBER 27, 2023
These responsibilities also extend to the use of any technology used in the process of giving advice: A recommendation made with the aid of technology still needs to be in the client's best interests, while the technology also needs to carry out any function as it's described in the advisor's marketing materials and client communications.
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Nerd's Eye View
SEPTEMBER 26, 2022
In a now-famous 1970 paper, economist George Akerlof used the market for used cars to demonstrate the negative effects that can occur when there are significant information asymmetries between buyers and sellers of a good or service. The financial advisory industry is not immune to the same problems faced in Akerlof’s used-car market.
A Wealth of Common Sense
JUNE 20, 2023
You also need a deep understanding of financial market history from booms to. You need to understand corporations and the global economy generally function over the long haul. You need an understanding of how the different asset classes behave from a risk and reward perspective.
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Sara Grillo
MARCH 8, 2024
Is AI taking over financial advice? Join Sara Grillo & Eric Negron today for the Truth Bomb as they break down how artificial intelligence is likely to impact the future of financial advising. The biggest mistake advisors make in their marketing (hint: it involves a “dumpster fire”). ? ?How Not so fast! ?
Nerd's Eye View
MARCH 27, 2023
According to the 2022 Kitces Research study, “How Financial Planners Actually Market Their Services”, advisors without the CFP marks typically spend more of their time on marketing activities relative to CFP practitioners (allowing them to spend more time on higher-value tasks). Read More.
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