Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at what it means to be a great adviser to retired clients.
Quote of the Day
“Providing” wealth management is no longer enough. It’s about curating a unique experience that makes clients feel taken care of, in a way they can’t replicate on their own.“
(Judd Mackrill)
Podcasts
- Daniel Crosby talks with Christina Lynn about Motivational Interviewing in order to enhance the work of wealth advisors. (standarddeviationspod.com)
- Brendan Frazier talks with Doug and Heather Boneparth about the keys to success for a couple. (podcasts.apple.com)
- Bogumil Baranowski talks with Justin Castelli about living an authentic life. (justincastelli.io)
Taxes
- Some speculation on what is next for the TCJA. (kitces.com)
- Tax planning and wealth management go hand-in-hand. (downtownjoshbrown.com)
- How tax deferment can backfire. (wealthmanagement.com)
The biz
- The 2024 Fidelity RIA Benchmarking Study is out. (clearingcustody.fidelity.com)
- New RIA Indivisible Partners has an impressive roster of backers. (riabiz.com)
Advisers
- Gretchen Halprin, "Staying in regular touch with clients – through thick and thin – is the gold standard for increasing client confidence and building your business." (advisorperspectives.com)
- 7 areas where advisers may be falling short with retired clients. (thinkadvisor.com)
- The vast majority of advisory firms don't have policies covering the use of AI. (wealthmanagement.com)
- Asset location isn't job number one, but it is a job. (flowfp.com)
- How to help clients navigate the college application maze. (thinkadvisor.com)
- Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. (newsletter.abnormalreturns.com)
