Being there for clients when they need you most

“My dad’s memory is a blessing, even more so because our family was not brought low by one of the worst diagnoses that anyone can receive. These last five years contained more joy than sorrow, and it is in no small part because we found the right kind of help.”

Financial planners are often at their best when your life is at its worst (Ron Lieber)

The client experience

How advisers helped clients dodge a bullet this time last year (The Evidence-Based Investor)

Joe Duran: Nine ways to help clients live richer lives (Jeff Berman)

What are clients actually paying for when they hire an adviser? (Philip Palaveev)

How to have difficult conversations with your clients (Ashley Hunter)

Why simple financial advice if often the most effective (Ben Carlson)

Four ways to give clients a “Wow” experience (Jon Henschen)

Asset management

Are ESG stocks now in bubble territory? (Evidence-Based Advisers)

Why doing a whole lot of nothing is the ultimate contrarian approach (Ben Johnson)

“I deceived myself into believing that I possessed special insight” (John Rekenthaler)

The UK advisers squeezing every last drip of profit from their clients (Hannah Goldsmith)

The advice business

What is the optimal number of clients per adviser? (James Pollard)

Demand for talent in the US is driving adviser compensation higher (Jeff Benjamin)

Don’t give away equity to your colleagues: get them to pay for it (Carolyn Armitage)

Business development

Why the best prospecting strategies focus on trust (Tony Vidler)

Are you creating the right first impression for prospective clients? (Brett Davidson)

Work & business

People with jobs that provide meaning are happier, regardless of salary (Jacob Schroeder)

What are B Corporations? And should your firm become one? (RockWealth)

Why courage has an important place in business right now (Anne Krog Iversen)

Books

Nine books Morgan Housel recommends — and mostly not about investing (Morgan Housel)

A selection of the best business books for financial advisers (Chana Schoenberger)

CONTENT FOR ADVISERS

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