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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} latest examine discovered that shoppers of advisors offering complete planning companies are considerably extra glad than these receiving a decrease tier of service. The examine additionally highlighted the significance of advisors taking the time to construct belief with shoppers and to grasp a shopper’s targets and desires, as this cannot solely differentiate an advisor from these offering purely transactional funding recommendation, but additionally may promote shopper retention, even in years of poor market efficiency.
Additionally in business information this week:
- Why business teams representing funding advisers and others have blasted an SEC proposal that might considerably increase its Custody Rule
- A brand new examine means that natural shopper development and revenue margins are the important thing components driving RIA valuations, with the agency’s affiliation mannequin having little to no influence
From there, now we have a number of articles on money circulation:
- How the inflation-adjusted ‘internet value’ that folks and college students pay for faculty has remained largely unchanged previously 15 years regardless of will increase in ‘sticker costs’ that effectively exceed the broader inflation price
- Why high-net-worth shoppers may be not solely in recommendation for tips on how to make charitable contributions in essentially the most tax-friendly method, but additionally to find applicable charities to offer to that meet their targets
- How a latest examine suggests a causal connection between married {couples} who use a joint checking account and elevated relationship happiness
We even have quite a lot of articles on observe administration:
- How 1 agency measures its shopper service requirements to make sure it’s offering a high-quality shopper expertise
- How house owners of rising companies can improve the dimensions of their shopper base with out sacrificing service ranges or working infinite hours
- Why including strategic tax planning companies could possibly be the important thing to spurring shopper development, and the way companies can implement the brand new service providing
We wrap up with 3 ultimate articles, all about well being and wellness:
- How the consumption of ultra-processed meals may result in a wide range of maladies
- Why the US trails peer nations by way of life expectancy
- Why taking a ‘psychological well being day’ may solely be a brief repair for broader points associated to burnout within the office and what employers can do to assist their staff
Benefit from the ‘mild’ studying!
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