Weekend Studying For Monetary Planners (October 7-8)


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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current survey discovered that shoppers throughout a number of international locations who work with a CFP skilled have higher outcomes on a variety of measures in comparison with these working with different advisors or no advisor in any respect, suggesting that the potential advantages of gaining CFP certification can accrue not solely to the advisor themselves, but additionally to their shoppers.

Additionally in trade information this week:

  • A brand new advisor benchmarking examine signifies that high-growth corporations are excelling in 3 areas: consumer acquisition, “relationship alpha”, and strategic scale
  • A current survey signifies that whereas advisors more and more are leveraging dwelling workplace funding fashions to avoid wasting time and scale extra effectively, they usually customise them to fulfill their shoppers’ distinctive wants

From there, we’ve got a number of articles on retirement planning:

  • Why “unretiring” doesn’t essentially should imply going again to work full-time or in a single’s former trade
  • The motivations for people who’ve reached ‘conventional’ retirement age to maintain working and the way advisors can help shoppers who’re contemplating this resolution 
  • How volunteering gives a variety of psychological and bodily advantages to retirees and the place they’ll discover alternatives of their group

We even have a variety of articles on consumer communication:

  • Greatest practices for advisors in dealing with difficult consumer communication situations
  • How advisors can add worth to shoppers by serving to them overcome “alternative overload”
  • The advantages of proactively informing shoppers about modifications to an advisor’s enterprise and the way advisors can construction and ship these messages

We wrap up with 3 closing articles, all about defining wealth:

  • How defining wealth when it comes to what a person “can do” somewhat than as an arbitrary quantity can assist shoppers higher perceive the “why” of their monetary selections
  • How wealth could be considered one’s skill to manage their time
  • How thinkers over the centuries have outlined “sufficient” and what their conclusions imply for people at the moment 

Benefit from the ‘gentle’ studying!

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