The ClientWise Blog

Curated Content for Financial Leaders (Week of June 29)

Posted by Ray Sclafani on Jun 26, 2020 3:56:58 PM

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Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

Investors Approaching Retirement Face Painful Decisions - WSJ
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.

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Topics: Leadership, Crisis