Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at how financial advisers should be evaluated.
Fee models
- How RWM's "Milestone Rewards" program for long-standing clients is performing. (thereformedbroker.com)
- Why don't more firms reward loyal clients? (wealthmanagement.com)
Communications
- Why financial advisers love to tell stories with data and how that can go wrong. (allaboutyourbenjamins.com)
- How you can be better on camera. (wealthmanagement.com)
Podcasts
- Michael Kitces talks with Michael Henley, the founder and CEO of Brandywine Oak Private Wealth, about the differences between being an independent RIA and the wirehouse. (kitces.com)
- Robin Powell talks with adviser Stephanie Griffiths author of "Sit Still and Prosper." (evidenceinvestor.com)
Advisers
- What financial advisers can learn from the barbershop. (therealwealthfarmer.com)
- How a financial plan is like an album. (financialjamming.com)
- Advisers aren't social workers but they do need to be equipped to deal with real life stuff. (thefinancialbodyguard.com)
- Why we all reject sound advice, from time to time. (frank-k-martin.com)
- An interesting standard by which you can test the suitability of an investment plan in retirement. (morningstar.com)
