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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current research discovered that shoppers of advisors offering complete planning companies are considerably extra happy than these receiving a decrease tier of service. The research additionally highlighted the significance of advisors taking the time to construct belief with shoppers and to grasp a consumer’s objectives and desires, as this can’t solely differentiate an advisor from these offering purely transactional funding recommendation, but additionally may promote consumer retention, even in years of poor market efficiency.
Additionally in trade information this week:
- Why trade teams representing funding advisers and others have blasted an SEC proposal that may considerably broaden its Custody Rule
- A brand new research means that natural consumer development and revenue margins are the important thing elements driving RIA valuations, with the agency’s affiliation mannequin having little to no impression
From there, now we have a number of articles on money movement:
- How the inflation-adjusted ‘internet value’ that folks and college students pay for school has remained largely unchanged previously 15 years regardless of will increase in ‘sticker costs’ that nicely exceed the broader inflation fee
- Why high-net-worth shoppers could be not solely in recommendation for tips on how to make charitable contributions in essentially the most tax-friendly method, but additionally find applicable charities to present to that meet their objectives
- How a current research suggests a causal connection between married {couples} who use a joint checking account and elevated relationship happiness
We even have plenty of articles on apply administration:
- How 1 agency measures its consumer service requirements to make sure it’s offering a high-quality consumer expertise
- How house owners of rising companies can improve the dimensions of their consumer base with out sacrificing service ranges or working limitless hours
- Why including strategic tax planning companies may very well be the important thing to spurring consumer development, and the way companies can implement the brand new service providing
We wrap up with 3 last articles, all about well being and wellness:
- How the consumption of ultra-processed meals would possibly result in quite a lot of maladies
- Why the USA trails peer nations when it comes to life expectancy
- Why taking a ‘psychological well being day’ would possibly solely be a brief repair for broader points associated to burnout within the office and what employers can do to assist their workers
Benefit from the ‘gentle’ studying!
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