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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

because the most enthusiastic testimonials related to clients feeling like their adviser was delivering a personalized plan, advisers who address client concerns directly and make them feel a part of the process could generate more positive reviews). Next , by taking a proactive approach to reinforcing where they add value (e.g.,

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Adviser links: proactive communication

Abnormal Returns

Podcasts The 22 financial adviser podcasts to listen to in 2025. citywire.com) Putting some numbers on the coming wave of adviser retirement. riabiz.com) Advisers Why clients change financial advisers. kitces.com) The number of CFPs topped 103,000. thinkadvisor.com)

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The Art of Active Listening in Financial Advising: Building Trust and Uncovering Client Goals Beyond the Numbers

Don Connelly & Associates

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.

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Wednesday links: investing your attention

Abnormal Returns

Strategy No matter how you spin the numbers, day trading is a losing proposition. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? morningstar.com) Companies Tupperware ($TUP) has filed for Chapter 11. alchemy.substack.com) 23andMe's ($ME) independent board members have resigned.

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Tuesday links: permission and trust

Abnormal Returns

economist.com) An increasing number of houses in Japan have been abandoned. abnormalreturns.com) Adviser links: Roth crazy. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (caia.org) Apple ($AAPL) is discontinuing Apple Pay Later. calculatedriskblog.com) Consumption is weakening.

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Friday links: a time to adjust

Abnormal Returns

disciplinefunds.com) Jobs numbers get revised all the time. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (fastcompany.com) Economy It's hard not to argue the economy is weakening. noahpinion.blog) Earlier on Abnormal Returns Podcast links: fading dominance.

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Wednesday links: avoiding losses

Abnormal Returns

(disciplinefunds.com) How survey methods affected the University of Michigan consumer sentiment numbers. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? econbrowser.com) Earlier on Abnormal Returns Personal finance links: misunderstanding risk.