Crash Course: Best Back-to-School Books for Advisors
Want to upgrade your skills? This reading list helps planners stay sharp.
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Advisors will soon have clients with negative net worth and clients worth seven-figures, and they'll need to have a command of both data sets, says Quovo CEO Lowell Putnam. more »
Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking. more »
In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails. more »
Advisors' best planning skills will go to waste if they can't win over clients. more »
People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives. more »
Advisors who listen attentively build better connections with clients. more »
Planners need another skill set to help their clients cope with major life events. more »
"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day. more »
Ongoing updates from the Labor Department's hearings on its proposal to impose fiduciary requirements on retirement advisors from Financial Planning, On Wall Street, Employee Benefit Advisor and Employee Benefit News. more »
The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon. more »
After "deep consideration" and despite legal obstacles, Kimberly and Jeff Camarda say they still want to right "grave wrongs." more »
Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals. more »
A year after they teamed up with the goal of building a $1 billion firm, the two best-selling authors split; "That is how life goes sometimes," Edelman says. more »
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