Archives August 2021

#FA Success Ep 244: Taking A ‘Financial Gym’ Approach To Financial Coaching For Next-Generation Clients, With Shannon McLay

Welcome back to the 244th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Shannon McLay. Shannon is the founder of The Financial Gym, which offers financial coaching services on a monthly subscription basis to about 3,500 Millennial and Gen-Z clients.

What’s unique about Shannon, though, is that, while her …

How Financial Advisor Titles Shape Consumer Perceptions

In a world where it’s hard to regulate the wide and ever-changing world of advertising, one of the most common frameworks that regulators take is a ‘truth-in-advertising’ approach that simply requires whatever advertisers say or claim to be true and accurate. In recent years, regulators have begun to consider whether this approach should be applied …

Weekend Reading for Financial Planners (Aug 28-29)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the industry news that SEC Chairman Gensler has signaled a willingness to approve new Bitcoin ETFs as long as they utilize futures contracts (rather than the cryptocurrency directly) and operate under the more stringent rules that apply for …

Kitces & Carl Ep 67: Setting A Personal Growth Goal When You Don’t Need More Revenue For Success

Although there have been some incremental shifts in recent years, the financial advice industry has traditionally (and remains) geared towards attracting individuals who thrive in a career where their earnings have the potential to increase depending on how hard they work. Viewed through the Maximizer/Satisficer lens that Barry Schwartz introduced in his book, “The Paradox …

GEICO Auto Insurance Review

Key takeaways:

  • Geico is one of the lowest-cost car insurance providers in most states, and often THE lowest.
  • Geico offers rideshare and personal auto insurance that can be purchased on a single policy, protecting its customers during both work and pleasure.
  • Geico offers industry-leading online tools which allow customers to manage their insurance policies on