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Weekend Reading For Financial Planners (July 8-9)

Nerd's Eye View

Which suggests that advisor wellbeing could potentially be improved not only by automating or outsourcing administrative tasks, but also by adjusting their client rosters to better match their ideal client type. Read More.

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Help your downsizing clients create their legacy

Investment Writing

Many investment and financial advisors have older clients who struggle with decluttering as they prepare to downsize. Know where you are going and your “why.” In the first two months, you’re proving to yourself that you can get it done. Emphasize “Look at how much did get done” instead of how much is left to do.

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#FA Success Ep 318: From So Many Clients To So Few: Transitioning From Retail Brokerage To The Multi-Family Office, With Ali Swart

Nerd's Eye View

Welcome back to the 318th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Ali Swart.

Clients 199
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#FA Success Ep 311: Unlocking Growth By Asking For A Referral Commitment And Then Showing Value, With Terry Parham Jr.

Nerd's Eye View

Welcome back to the 311th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Terry Parham Jr. Terry is the CFO and Co-Founder of Innovative Wealth Building, an independent RIA based in California, Maryland that oversees nearly $330 million in assets under management for almost 900 client households.

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#FA Success Ep 344: Scaling To $5B By Going Narrow And Deep Across Multiple Business Segments At Once, With Brad Barrett

Nerd's Eye View

Welcome back to the 344th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Brad Barrett. Brad is the Managing Director and Partner of One Capital Management, an independent RIA based in Westlake Village, California, with locations across the country, that oversees $5.3

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Why you should take your retirement planning seriously now?

Truemind Capital

Recently, an article by The Ken titled – Why more 40-somethings are becoming ‘unwilling retirees’ brings the spotlight back to this topic. The FIRE (Financial Independence Retire Early) concept has become more critical now. This has been voiced by many veterans earlier. appeared first on Investment Blog.

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Is AI taking over financial advice? Not so fast!

Sara Grillo

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. Why AI won’t replace human advisors (it’s just a supercharged Google search!). ?How You’re the advisor.