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Michael Kitces' #FASuccess Podcast: How Financial Coaching Skills Enhance the Financial Planner's Value Proposition, With Saundra Davis

Added on December 2018 in Manage Your Practice
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Summary: Welcome back to the 104th episode of Financial Advisor Success Podcast. This week’s guest is Saundra Davis. Saundra is the founder of Sage Financial Solutions, which provides training and develops certification programs to teach people the skills of financial coaching. 

Welcome to the (client) revolution

Added on December 2018 in Manage Your Practice
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Summary: It's time for a better valuation method for wealth management. Most criteria today rely on objective data points — assets under management, number of accounts, product mix or fee-based revenue. They're important measures for sure, but limited in their ability to accurately predict the potential challenges and opportunities facing the practice.

Finra updates cybersecurity best practices report

Added on December 2018 in Manage Your Practice
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Summary: Though brokers say cybersecurity is one of their top priorities, the Financial Industry Regulatory Authority Inc. says it still sees a lot of problematic practices at firms.

How Financial Advisors Can Become a "Natural" on Screen

Added on December 2018 in Manage Your Practice
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Summary: Our decades of research created a foundation that enabled content marketing to come to life for the Oechsli Institute, long before it was labeled as such. We had useful information about the affluent and financial advisors, and we gave it away in articles, white papers and speeches.

Tech Survey: Advisors are missing out on these software opportunities

Added on December 2018 in Manage Your Practice
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Summary: Innovative technology can help transform advisors' workflow — but adoption takes time.

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