This Week’s Blueleafing Roundup
(via The Billfold) — Louis CK discusses his personal rule for decision making. It’s a simple solution for an overwhelming problem: the wait for a perfect decision when there isn’t always one.
(via Above the Market) — In the world of financial advising, it’s crucial that advisors (and clients) are able to separate facts from beliefs. This article [and visual] addresses the difficulty in dealing with behavioral and cognitive bias.
(via Gen Y Planning) — How can we begin to encourage financial literacy to our clients, and be as transparent as possible? Gen Y Planning presents an awesome infographic.
(via Nerd’s Eye View) — One of the toughest parts of being a financial planner is standing out. This article gives some inspiration on how to find your own way to be remarkable in your own way.
(via Wealth Management .com) — #Blueleafing advisors reduce friction and add scalability to daily activities. Wealth Management offers a breakdown guide of an important one: how to come to your first meeting with a client fully prepared and strategized.
(via The Atlantic) — Perhaps this article can give you inspiration on how to help clients avoid common pitfalls. The Atlantic explores why the financial know-how of most Americans stinks. And is there a way to help them?
Articles For Clients
Here are 4 articles for you to Tweet, email or otherwise share with clients.
Why share content? Client engagement correlates with advisor growth.
– [Video] Understanding target date retirement funds (via CNBC)
– How to tell if the health plan you have is right for you (via USNews)
– 401(k) Withdrawals Should Not Be Your Emergency Fund (via Forbes)
– Baby on the way? Time to make a budget (via CNN Money)