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 rise of the donor-advised fund.
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Quote of the Day
"Thus, although behavioral coaching is an extremely impactful value that advisors bring to the table, it’s a hard topic to broach with clients."
(Samantha Lamas)
Podcasts
- Michael Kitces talks with Linda Leitz, president of Peace of Mind Financial Planning, an independent RIA based in Colorado Springs. (kitces.com)
- Christine Benz and Jeff Ptak talk with Sheryl Garrett, the founder of the Garrett Planning Network, a national network of hourly, fee-only financial planners that she started in 2000. (morningstar.com)
- Taylor Schulte talks with Matthew Jarvis about using tax planning as a core of a financial advisory practice. (taylorschulte.com)
Clients
- "Trust me" is not a sustainable approach to client relations. (awealthofcommonsense.com)
- How to work with the "Follower behavioral investor type." (morningstar.com)
- Most people with a $1 million in investable assets don't consider themselves wealthy. (fa-mag.com)
The biz
- Rusty Guinn, "There is no wealth management firm in the world for which investment expertise is a sustainable competitive advantage." (epsilontheory.com)
- Tips for advisers interested in getting more media mentions. (bonefidewealth.com)
- Riskalyze CEO Aaron Klein looks at some of the biggest fintech news from the past month. (wealthmanagement.com)
- How to think about career progression in the advisory business. (financial-planning.com)
Advisers
- Has Regulation BI blurred the lines between RIA and broker-dealers? (kitces.com)
- Five client questions you should have answers to. (peterlazaroff.com)
- Qualified small business elections can save big on taxes but are highly scrutinized by the IRS. (nytimes.com)
- One lesson learned from the FIRE crowd is the importance of flexible spending in retirement. (kitces.com)
- Even YouTube influencers need help with their finances. (latimes.com)
