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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 survey discovered that purchasers throughout a number of international locations who work with a CFP skilled have higher outcomes on a spread of measures in comparison with these working with different advisors or no advisor in any respect, suggesting that the potential advantages of gaining CFP certification can accrue not solely to the advisor themselves, but additionally to their purchasers.

Additionally in business information this week:

• A brand new advisor benchmarking examine signifies that high-growth corporations are excelling in 3 areas: consumer acquisition, “relationship alpha”, and strategic scale
• A latest survey signifies that whereas advisors more and more are leveraging residence workplace funding fashions to save lots of time and scale extra effectively, they usually customise them to satisfy their purchasers’ distinctive wants

From there, now we have a number of articles on retirement planning:

• Why “unretiring” doesn’t essentially should imply going again to work full-time or in a single’s former business
• The motivations for people who’ve reached ‘conventional’ retirement age to maintain working and the way advisors can help purchasers who’re contemplating this determination 
• How volunteering affords a spread of psychological and bodily advantages to retirees and the place they’ll discover alternatives of their neighborhood

We even have plenty of articles on consumer communication:

• Greatest practices for advisors in dealing with difficult consumer communication situations
• How advisors can add worth to purchasers by serving to them overcome “selection overload”
• The advantages of proactively informing purchasers about modifications to an advisor’s enterprise and the way advisors can construction and ship these messages

We wrap up with 3 last articles, all about defining wealth:

• How defining wealth by way of what a person “can do” relatively than as an arbitrary quantity might help purchasers higher perceive the “why” of their monetary choices
• How wealth may be considered one’s potential to manage their time
• How thinkers over the centuries have outlined “sufficient” and what their conclusions imply for people in the present day 

Benefit from the ‘mild’ studying!

Learn Extra…

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