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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