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Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.
Insights and a couple of statistics for advisors amplifying the value of advice during a pandemic.
Tame Your Inbox Like an ER Doctor
Five tips and a quick read in order to improve communication.
Well Fargo's RIA Channel Now at 13 Teams, $6 Billion in AUM
Alternatives in the RIA space are likely to provide advisors and their clients new choices.
Qualtrics XM Talks: Bouncing Back
Sign-up for complimentary access. Great insights. Watch Session #3 (Bruce Temkin: Charting your path back to business with Experience management), Session #4 (Seth Godin: Marketing in a new world).
CFP Board begins CFP background checks, finds 1,240 need further scrutiny | Financial Planning
Latest update from the New CFP Board.
15 Fiduciary Duties To Clients Required Of CFP Professionals
Kitces outlines a clear set of duties every advisor should review again.
Topics: Leadership Operations
