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Adviser links: holistic financial guidance

Abnormal Returns

Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. kitces.com) Peter Lazaroff talks SECURE Act 2.0 with Plancorp's Brian King. peterlazaroff.com) Daniel Crosby talks with Eben Burr, who is the President of Toews, about risk management.

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Congressional Conference Spotlights NAIFA's Advocacy

NAIFA Advisor Today

affect the financial security of families and businesses nationwide that rely on NAIFA members for financial guidance. NAIFA members who meet with their members of Congress this May will not only be advocating for their own businesses but also for their colleagues, clients, and communities. Decisions made in Washinton, D.C.,

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Tuesday links: acute inefficiencies

Abnormal Returns

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

Startup 221
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#FA Success Ep 363: Finding The Best Networking Approach For Prospects (And New Career Opportunities), With Christa Madison

Nerd's Eye View

And be certain to listen to the end, where Christa discusses why she feels that her background and early experience in the insurance channel made her a stronger financial advisor (and why she worries that advisory firms today may be underestimating the value of those experiences), how Christa's willingness to 'start over' as a paraplanner in a fee-only (..)

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

In this webinar, industry expert Joe Buhrmann will analyze the significance of adaptability and customer-centricity, as well as the valuable role of offering holistic financial guidance in building long-lasting customer relationships and optimizing ultimate business growth.

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Monday links: a loss of trust

Abnormal Returns

axios.com) Earlier on Abnormal Returns Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (ft.com) Economy In a country as big as the U.S., local economies matter. abnormalreturns.com) What you missed in our Sunday linkfest.

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The CPA Community: Celebrating 40 Years of Client-Centric Planning

Advisor Perspectives

The engagement of CPAs in providing personal financial guidance has deep professional roots. The AICPA PFP section approaches its 40th anniversary.