Adviser links: durable portfolios
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...
Podcasts
- Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. (wealthmanagement.com)
- Brendan Frazier talks with Dennis Moseley-William whos is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business. (podcasts.apple.com)
Advisortech
- Trust & Will raised another round of capital. (citywire.com)
- FINNY uses AI to identify and message prospects. (wealthmanagement.com)
Practice management
- Why 'more AUM' may not always be better for your business. (wealthmanagement.com)
- How to structure a client feedback process around service offerings. (kitces.com)
- Branding isn't an exercise, it's a reflection of you and your practice. (xyplanningnetwork.com)
Advisers
- How Blackstone ($BX) could find its way into the RIA business. (citywire.com)
- How Section 351 exchanges work. (kitces.com)
- Advisers often need to work against what so-called gurus have said to prospects. (thinkadvisor.com)
- The number of family offices is proliferating. (on.ft.com)
- Older Americans underestimate the costs of long term care. (crr.bc.edu)
