Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information {that a} current survey of monetary advisory agency staff discovered that about half of respondents are at present working within the workplace 5 days per week, with the rest divided amongst hybrid codecs or full-time make money working from home. Notably, the survey recognized variations in office flexibility by position (with client-facing advisors working extra days per week within the workplace) and by expertise (with newer agency staff extra more likely to have extra in-office days every week). Altogether, the survey means that after companies operated remotely for a sure interval through the pandemic, many are taking the chance to ascertain work location insurance policies that match the wants of their enterprise, staff, and purchasers alike.
Additionally in business information this week:
- Within the continued absence of formal SEC steerage on advisory agency use of Synthetic Intelligence (AI), many companies are taking a curious, however cautious, method towards adopting AI-powered instruments
- A current report identifies the rising whole wealth managed by ladies within the U.S. and provides methods for companies to faucet into this potential enterprise alternative
From there, we now have a number of articles on retirement planning:
- A research finds that, on common, retirees’ satisfaction with their monetary scenario tends to extend with age, probably offsetting the common decline in consumption in comparison with their pre-retirement years
- Why ‘life upgrades’ could possibly be an efficient solution to encourage hesitant purchasers to spend more cash in retirement
- How advisors may help purchasers dwell extra affluent lives by dispelling retirement spending myths that purchasers may need internalized
We even have quite a few articles on working with consumer {couples}:
- How advisors can successfully work with every member of consumer {couples} when one companion serves because the family ‘CFO’
- Techniques for encouraging consumer {couples} to carry common cash check-ins between conferences with their advisor to enhance communication and imaginative and prescient setting
- 4 questions advisors can ask consumer {couples} to find underlying danger tolerance variations between companions
We wrap up with three remaining articles, all about spring cleansing:
- How decluttering one’s life can lengthen past bodily gadgets to incorporate the data they devour and the obligations they tackle
- How leaders can scale back their workload even once they’ve delegated as many duties as potential
- Seven important processes that may permit monetary advisory companies to run extra effectively and productively
Benefit from the ‘gentle’ studying!
