Adviser links: unreasonable expectations

PodcastsChristine Benz and Jeff Ptak talk with Andrew Briggs about how to help lower income Americans save for retirement. (morningstar.com)Michael Kitces talks value propositions with Dan Moisand who is a Principal of Moisand Fitzgerald Tamayo. (kitces.com)Cold callingWhy the cold calling era is over. You can blame the Internet. (theirrelevantinvestor.com)Cold 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.’ (thereformedbroker.com)Why cold-calling finally bit the dust. (ritholtz.com)Practice managementSuccession planning isn’t sufficient for a successful transition to a new generation. (morningstar.com)Many RIAs don’t understand the profitability of their clients. (fa-mag.com)Despite the hype it is easier to get a small RIA off the ground than ever before. (advisercounsel.net)Why advisers shouldn’t be afraid to change their pricing. (investmentnews.com)If you were starting from scratch today would you use a retainer-style fee model? (thinkadvisor.com)The bizWhat

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