From Advisor Perspectives
Added on August 2018 in Join an RIA
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Summary: This has been an unusually fruitful season for books for and about financial planners. Not only has there been my book (The New Profession, available on my website) and Julie Littlechild’s The Pursuit of Absolute Engagement (which I’ve reviewed in my publication, Inside Information; for an excerpt from the book, go here), but several other absolute masters of the financial planning universe have recently published four books that add to your chances of success as you grow your business and career.
From InvestmentNews
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Summary: Diversity is​ viewed in very different ways by readers of InvestmentNews. This came into sharp focus when reading the responses to a survey on diversity we conducted in July as a sounding board for this week's issue.
From IRIS
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Summary: In 2005, Steve Jobs said “I have looked in the mirror every day and asked myself: If today were the last day of my life, would I want to do what I am about to do today? If the answer is ‘no’ too many days in a row, I know I need to change something.” In this article, I will discuss ways to review priorities, activities, and potential in order to continuously improve.
From InvestmentNews
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Summary: After the historically low levels of volatility seen in 2017, many investors became accustomed to a lack of bumps in the market. However, the type of predictability simply has not held true so far in 2018.
From WealthManagement.com
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Summary: Financial services companies are largely united by a common factor despite differences in the nuts and bolts of their work: the intent to improve the lives of their clients and their communities. More and more, financial services firms are also beginning to understand that enhancing the lives of their own employees is an inherent extension of that very mission.
