Market Expert
Last seen: 5 months ago
It’s time to rethink how we define obesity as millions ...
BMI is just B.S. It doesn’t accurately define what it means to be overweight.
Personal finance links: extended expenses
Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why...
Wednesday links: avoiding complexity
OilCommodities have been the only haven YTD. (capitalspectator.com)A look beyond the headlines in the oil market. (ft.com)The Stra...
Maintaining Good Work/Life Balance While Adding Advisor...
Welcome everyone! Welcome to the 479th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andy Panko...
Don’t “Avoid Probate”: Reframing Estate Planning Succes...
When it comes to estate planning conversations, many clients come to the table with the goal of avoiding the probate process, whic...
The Financial Planning Value Disconnect: When Clients D...
Financial advisors often struggle with a frustrating disconnect: prospective clients typically seek help for a specific, often tec...
Weekend Reading For Financial Planners (March 7–8)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that recen...
Why Advisor-Led Marketing Becomes Harder As Firms Grow ...
In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from 9...
Growing To $660M Of AUM By Leveraging SEO (And Now AEO)...
Welcome everyone! Welcome to the 480th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Helen Step...
Why Clients Hire “Human” Advisors In The Age Of AI: How...
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor's job easier by ex...
Weekend Reading For Financial Planners (March 14–15)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the l...
The 4 Components Of Senior Advisor Satisfaction: Struct...
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, ...
Leveraging Technology To Rapidly Scale Growth Deliverin...
Welcome everyone! Welcome to the 481st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Adam Dell....
A 5-Step Framework To Get More Out Of Discovery Meeting...
Financial advisors often begin new client relationships with a long checklist of logistical onboarding tasks – transferring accoun...
Micron’s stock gains officially carry the company into ...
Micron joins only 15 other S&P 500 components that are worth $500 billion or more.
3 signals will reveal if the Iran oil shock is just a b...
Beyond the $100 barrel, there are “second-round” effects that can hit your portfolio.
‘It’s complicated’: My husband, 61, wants to leave me e...
“I would likely give little to nothing to his children because they are irresponsible spendthrifts.”
Lululemon hopes more new gear will revive sales. Wall S...
Yoga-wear maker reports earnings results as founder tries to shake up the board. A Jefferies analyst says Lululemon’s forecast sug...