Adviser links: losing focus
Tadas Viskanta
Abnormal Returns
4 weeks ago
1 MIN READ
Podcasts
- Brendan Frazier talks with Meghaan Lurtz about building a screening process to identify perfect prospects. (podcasts.apple.com)
- Daniel Crosby talks the racial wealth grap with Adam Tolliver who is a Partner Financial Advisor at Artisan Financial Strategies. (standarddeviationspod.com)
The biz
- Fidelity is crushing it. (riabiz.com)
- What is the target market for MAGA-centric Strive Wealth Management? (riabiz.com)
- A round-up of recent financial advisortech news including Holistiplan’s estate planning module. (kitces.com)
Practice management
- Should you outsource your marketing to an outside firm? (kitces.com)
- Why growth is critical to a wealth manager. (citywire.com)
Advisers
- The exchange fund is coming to the ETF space. (theirrelevantinvestor.com)
- How client expectations are changing. (advisorperspectives.com)
- A three-part approach to developing a ‘statement of financial purpose.’ (kitces.com)
- What it means to be a great adviser to retired clients. (thinkadvisor.com)
- A year-end tax planning checklist. (kindnessfp.com)
- Why it’s so easy to lose focus. (advisorperspectives.com)
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