Abnormal Returns

NOVEMBER 15, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (awealthofcommonsense.com) Earlier on Abnormal Returns Podcast links: resilient portfolios. abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: slow demand growth.

Financial Advising

Don Connelly & Associates

JANUARY 20, 2025

Advisors who master active listening are able to transform the advisor-client relationship to understand and anticipate their clients needs beyond the surface of financial data and gain insight into what truly matters to clients.

Financial Advising

Midstream Marketing

DECEMBER 26, 2024

Welcome the future of financial advising with Forefield Advisor Marketing! Stay ahead by using the platform’s helpful resources for client engagement. Personalize your methods to stand out. Boost your marketing strategy with Forefield and see better client satisfaction and business growth.

Marketing

Don Connelly & Associates

JULY 21, 2025

Long-term care planning may be the most avoided conversation in financial advising, and also one of the most important. And many Financial Advisors hesitate to bring up the topic at all. Most clients don't want to think about aging, getting sick, or needing help. It feels personal. It feels heavy.

Financial Advisor

Midstream Marketing

NOVEMBER 12, 2024

Strategies for Nurturing Professional Relationships Over Time In financial advising, trust is very important. The Role of Emotional Intelligence in Client Retention In financial advising, you need to know the market and have technical skills. By doing these things, you can become a trusted expert in financial advising.

Financial Advisor

NAIFA Advisor Today

MAY 27, 2025

David Wood is a seasoned financial services professional with nearly four decades of industry experience. He began his career in 1986, navigating early challenges like the 1987 market crash, which shaped his resilient approach to financial advising.

Financial Advising

Abnormal Returns

OCTOBER 28, 2024

(economist.com) Earlier on Abnormal Returns Adviser links: serving Boomers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site. Then check out our weekly e-mail newsletter.

Financial Advising

Midstream Marketing

NOVEMBER 8, 2024

You can use specific keywords related to financial advising, such as certified financial planner. This helps you reach potential clients who need financial services. It also makes your financial advisor firm appear in search results.

Financial Advisor

WiserAdvisor

JUNE 4, 2025

Personalized financial planning can help all of these individuals build and implement strategies aligned with their real-life circumstances. Technology can help financial advisors do this more efficiently, thanks to machine learning and data analytics. They want their financial life to be as streamlined as possible.

Financial Planning

Midstream Marketing

JANUARY 19, 2025

They indicated that the "Testimonial Rule" applied to literally any public commentary on social media that was made directly by a client or a third party where the financial adviser or representative played either a direct or indirect role in obtaining or requesting said testimonial.

Marketing

Midstream Marketing

OCTOBER 29, 2024

What is the most cost-effective advertising method for new financial advisors? For financial advisors with a limited marketing budget, financial advising through content marketing is a smart option. It also increases online engagement, which can lead to good business opportunities.

Advertising

Indigo Marketing Agency

MAY 31, 2025

That builds trust faster, especially in a relationship-driven industry like financial advising. It lets prospects see your face, hear your voice, and get a sense of your personality, all in under a minute. These quick videos work like digital assets. Its a low-barrier, high-reward way to grow your business.

Financial Advisor

Abnormal Returns

OCTOBER 29, 2024

abnormalreturns.com) Adviser links: serving Boomers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (stayathomemacro.substack.com) Earlier on Abnormal Returns Research links: multi-period compounding. abnormalreturns.com) What you missed in our Monday linkfest.

Financial Advising

Abnormal Returns

OCTOBER 30, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedrisk.substack.com) Earlier on Abnormal Returns Personal finance links: the lure of small rewards. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: multi-period compounding.

Financial Advising

Carson Wealth

JANUARY 22, 2025

Sam Vande Weerd, Managing Partner, Wealth Advisor, and Zach, along with their wives Jill and Hannah, had the chance to attend a Minnesota Vikings game with our valued COI, Premier Bank, who partners with us for their financial advising services.

Wealth Advisor

Abnormal Returns

DECEMBER 9, 2024

thinkadvisor.com) Ten books financial advisers should check out including "You Werent Supposed To See That: Secrets Every Investor Should Know" by Joshua Brown. (advisorperspectives.com) Reflections on three years in business, including thoughts on hiring. kindnessfp.com) HSA balances are largely getting used in the here and now.

Financial Advising

Abnormal Returns

JUNE 23, 2025

citywire.com) How financial advisers charge for their services. kitces.com) The financial advice business was built with men in mind. (fa-mag.com) fa-mag.com) Are you a financial advisor? (kitces.com) Family and friends shoulder the vast majority of the costs of dementia care.

Wealth Management

Abnormal Returns

OCTOBER 27, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Financial Advising

Steve Sanduski

APRIL 22, 2025

Elson, CFP , a financial advisor at Perigon Wealth , an RIA with more than $8 billion in assets under management. In a nutshell: Making a successful mid-career switch into financial advising is no small feat.

Clients

Abnormal Returns

NOVEMBER 6, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Earlier on Abnormal Returns Personal finance links: a worthy goal. abnormalreturns.com) What you missed in our Tuesday linkfest. abnormalreturns.com) Research links: a whole lot of factors. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

JANUARY 20, 2025

Podcasts The 22 financial adviser podcasts to listen to in 2025. riabiz.com) Advisers Why clients change financial advisers. kitces.com) Brendan Frazier talks using behavioral finance with Dan Egan, Betterments Director of Behavioral Science. morningstar.com) Not every partner agrees on how hard to push on growth.

Communication

Midstream Marketing

DECEMBER 10, 2024

Strategies for Building and Maintaining Client Trust Building and keeping client trust is key for success in financial advising. Financial advisors should always put their clients needs first. Transparency in Financial Advising Transparency is very important in financial advising.

Financial Advisor

Abnormal Returns

JANUARY 13, 2025

morningstar.com) Financial advisers are warming to crypto. (citywire.com) How Solo 401(k) contributions can affect your Sec. 199A deductions. kitces.com) 9 questions for Bob Veres about future of wealth management. axios.com)

Wealth Management

Wealth Management

JULY 18, 2025

Ares Chief Executive Officer Michael Arougheti told investors that financial advisers had requested such a fund, which will allow quarterly redemptions, said the people, asking not to be identified because the details haven’t been made public. A representative for Ares declined to comment.

Media

Random Roger's Retirement Planning

JULY 6, 2025

For financial advising, there is some age, a different fulcrum point, where people are or are not comfortable solely engaging with some sort of AI or other tech interface. Thinking through it a little bit, maybe that is a nearer term outcome where people have to compete with AI which sound difficult but not 100% unwinnable.

Retirement

Abnormal Returns

NOVEMBER 24, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Saturday linkfest. abnormalreturns.com) Have you signed up for daily e-mail newsletter? Well, you should. Then check out our weekly e-mail newsletter.

Financial Advising

SEI

JUNE 18, 2025

SEI announced a strategic partnership with Prosperity IFA Limited (Prosperity), an independent financial adviser.

Financial Advising

Abnormal Returns

NOVEMBER 11, 2024

(danieldrezner.substack.com) Earlier on Abnormal Returns Adviser links: losing focus. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Marketing

Abnormal Returns

DECEMBER 23, 2024

(financial-planning.com) How to reduce bias in your hiring process. wsj.com) Are you a financial adviser looking for some out-of-the-box thinking? kitces.com) ETF wholesalers are in short supply. riaintel.com) Annuity sales are booming. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com)

Financial Advising

Abnormal Returns

OCTOBER 31, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: the lure of small rewards. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

NOVEMBER 4, 2024

(calculatedriskblog.com) Earlier on Abnormal Returns Adviser links: rolling in rollovers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? abnormalreturns.com) What you missed in our Sunday linkfest. abnormalreturns.com) Top clicks last week on the site.

Financial Advising

Abnormal Returns

NOVEMBER 7, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (apolloacademy.com) Earlier on Abnormal Returns Longform links: the right institutions. abnormalreturns.com) What you missed in our Wednesday linkfest. abnormalreturns.com) Personal finance links: a worthy goal.

Financial Advising

Abnormal Returns

NOVEMBER 17, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks last week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter.

Financial Advising

Abnormal Returns

DECEMBER 16, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? newsletter.abnormalreturns.com) Advisers Why active listening is so important. thinkadvisor.com) What makes for a real financial adviser? Then check out our weekly e-mail newsletter. marknewfield.substack.com)

Wealth Management

Abnormal Returns

NOVEMBER 3, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. Then check out our weekly e-mail newsletter. nytimes.com) RIP, the in-flight magazine.

Financial Advising

NAIFA Advisor Today

DECEMBER 6, 2024

After earning a finance degree from Ball State University in Muncie, Indiana, Tyler Engelhaupt entered the insurance industry, initially seeking a case manager role with a focus on financial advising. Instead, he found himself in a sales position at Ash, where his career quickly flourished.

Insurance

Abnormal Returns

NOVEMBER 16, 2024

abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (marginalrevolution.com) Earlier on Abnormal Returns What you missed in our Friday linkfest. abnormalreturns.com) Podcast links: resilient portfolios. Then check out our weekly e-mail newsletter.

Food