Home Financial Advisor Weekend Studying For Monetary Planners (Jan 28-29)

Weekend Studying For Monetary Planners (Jan 28-29)

Weekend Studying For Monetary Planners (Jan 28-29)


Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that CFP Board introduced this week that it’s splitting into two separate organizations with the identical management however completely different nonprofit statuses. By switching to 501(c)(6) nonprofit standing, the brand new CFP Board of Requirements could have expanded talents to advance the planning career by way of lobbying and extra focused promoting messages to develop the ranks of CFP professionals.

Additionally in business information this week:

  • Why money administration methods may develop into more and more essential components of an advisor’s worth proposition in a higher-interest-rate atmosphere
  • Why improved returns on money merchandise may very well be a double-edged sword for some advisory shoppers following final yr’s market volatility

From there, we’ve a number of articles on apply administration:

  • Why advisors may very well be the massive winners with regards to competitors amongst custodians and the entry of software program suppliers into the area
  • Why rising rates of interest won’t be a significant hindrance to RIA M&A exercise within the yr forward
  • How shopper habits analysis can assist advisors choose the most effective technique for elevating their charges

We even have various articles on money circulation and budgeting:

  • Why spouses can profit from having completely different views on cash and the way advisors can assist foster constructive communication between companions on monetary points
  • How advisors can assist shoppers shift the spending paradigm from ‘desires versus wants’ to contemplating the most effective methods for attaining their spending priorities
  • How advisors can assist shoppers (and their kids) perceive the potential dangers of utilizing ‘purchase now pay later’ companies

We wrap up with three ultimate articles, all about time administration:

  • Why attempting to optimize downtime can result in burnout
  • A method for making certain that relationships don’t fall by the wayside
  • How distant employees can shake up their work at home routines

Benefit from the ‘mild’ studying!

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