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DECEMBER 26, 2018

Thirteen Planning Constants Amid the Chaos

Avi Kestenbaum

Some key things to keep in mind both when we’re working with clients and reading anxiety-inducing news headlines.

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Podcast

Michael Kitces' #FASuccess Podcast: How Financial Coaching Skills Enhance The Financial Planner’s Value Proposition, with Saundra Davis

Michael Kitces

What the financial coaching approach really entails and how it both differs from and complements financial planning.

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SPONSORED CONTENT

Delighting the Customer: The Importance of Customer Perception

Sponsored by American Portfolios

Customer service is the most vital aspect of the business model.

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Technology

Bitcoin's Wild Ride

Alastair Marsh (Bloomberg)

After the crash, dreams die hard for Wall Street crypto bankers.

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SPONSORED CONTENT

The Advisor’s Guide to Donating Non-Cash Assets to Charity

Sponsored by Schwab Charitable

Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients’ appreciated illiquid assets into tax-smart charitable contributions.

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