Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at the high costs of client acquisition.
Quote of the Day
“Many retirees either choose to work or need work to be included in their retirement lifestyle...The decision can have many powerful positive effects, not least of which is financial well-being.”
(Judith Ward)
Podcasts
- Dan Haylett talks with George Kinder on the true impact of Life Planning on retirement. (humansvsretirement.com)
- Daniel Crosby talks financial wellness and therapy with Amanda Clayman. (standarddeviationspod.com)
- Brendan Frazier talks about why advisers should shift from "advice giver" to "thinking partner." (wiredplanning.com)
- Michael Kitces talks with Brett Danko who is the Founder of Brett Danko Educational Center, and the CEO and Managing Partner for Main Street Financial Solutions. (kitces.com)
- Justin Carbonneau and Jack Forehand to take a deep dive into Roth conversions with Sunpointe's Ben Tuscai. (youtube.com)
Charlotte
The biz
- Not everyone is happy now that the Schwab-TDA transition is done. (riabiz.com)
- A profile of Creative Planning's Peter Mallouk post the United Capital acquisition. (citywire.com)
- Inside XYPN's plan to create a “corporate” RIA model. (riabiz.com)
- The latest in advisortech news including Holistiplan's growing capabilities. (kitces.com)
Advisers
- What to do if a client (or prospect) ghosts you. (advisorperspectives.com)
- What does comprehensive financial planning entail? (wealthmanagement.com)
- Inflation is the biggest risk to retirees. (advisorperspectives.com)
- How to choose a CFP exam study program. (alphaarchitect.com)
- Should you have a friend as a client? (thinkadvisor.com)
