From IRIS
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Summary: Whether you’ve got your tree up and all your gifts wrapped or are freaking out that there are only 20 some days left until Christmas, there is no denying that the Holiday Season is officially here. On your long list of Holiday to-do’s is probably “send holiday cards” or “write holiday letter”.
From WealthManagement.com
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Summary:With so many new business books published this year, it’s hard find the titles that will really make a difference to financial professionals. We pored over 200 new titles to find the books most focused on the needs of our readers and best able to help you be more targeted in serving your clients. Unlike previous years, 2016 did not produce a blockbuster finance book (think Thomas Piketty’s Capital in the Twenty-First Century from two years ago).
From Financial Advisor IQ
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Summary: This time we hear from Evelyn Zohlen, president of Huntington Beach, Calif.-based Inspired Financial. She recalls her choice to focus her practice on women in life transitions, and how one client confirmed she had made the right decision.
From InvestmentNews
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Summary: Do you hear voices? Even when you're alone, there is someone talking to you — a near constant internal dialogue we have with ourselves. The voices in your head don't make you crazy, they make you human. But these voices have the power to make us believe some crazy things.
From Financial Plannning
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Summary: The question advisers should ask themselves, then, is: What is the best possible future I can envision for myself, my practice and my team? If they understand the answers and stick with the right plan, they should end up taking the right consistent actions.
