Adviser links: unreasonable expectations

PodcastsChristine Benz and Jeff Ptak talk with Andrew Briggs about how to help lower income Americans save for retirement. ( Kitces talks value propositions with Dan Moisand who is a Principal of Moisand Fitzgerald Tamayo. ( callingWhy the cold calling era is over. You can blame the Internet. ( calling may be dead but there are lessons to learn from it including ‘How hard you have to sell something is directly proportional to how bad it is for the buyer.’ ( cold-calling finally bit the dust. ( managementSuccession planning isn’t sufficient for a successful transition to a new generation. ( RIAs don’t understand the profitability of their clients. ( the hype it is easier to get a small RIA off the ground than ever before. ( advisers shouldn’t be afraid to change their pricing. ( you were starting from scratch today would you use a retainer-style fee model? ( bizWhat

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