MichaelKitces
@MichaelKitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
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http://www.kitces.com 17-10-2008 15:08:51
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What is a Fractional Financial Behavior Officer? In #FASuccess Podcast Ep381, Ashley Quamme shares how she helps advisory firms figure out why their clients are getting stuck in their financial journey through advisor training, client support and more: bit.ly/3W0APRM
My guest on #FASuccess podcast Ep383 is Troy Sharpe, Founder and CEO of OakHarvestFinancial. He shares how they drive organic growth through multi-pronged marketing, including a YouTube channel that allowed the firm to grow from $85M-$750M AUM in the past 5 years. bit.ly/3WmShA4
Many advisors offer estate planning guidance to clients, but because few are also legal professionals, they collaborate with attorneys. David Haughton Commonwealth shares how advisors can add value and create mutually beneficial arrangements. bit.ly/4biKIyz
Why The Rent Vs Buy Decision Is More Complex Than It Might Seem: How advisors can help clients analyze the choice of renting/buying a home, from modeling unknowable financial variables to helping them explore non-financial considerations. Nick Maggiulli bit.ly/3QhjvnN
In a discovery meeting, advicers have a short period of time to gain a deeper understanding about the prospect. Meghaan Lurtz, Ph.D. shares reflection questions that can be used to help prospects identify the actions they can take to make progress toward their goals. bit.ly/3wxnsh7