Sources for Inspiration
Passive Advisor Service Providers
- Ascendent Compliance Management — Advisor compliance
- Back Office Advisor — Advisor marketing/business development
- BAM Advisor Services — Passive advisor TAMP
- Catharyn Martz Indexing Services — Financial book indexing services
- CEG Worldwide — Wealth management coaching
- CentralPoint Systems — Website development
- Dimensional Fund Advisors — Fund provider for passive advisors
- FI360 — Fiduciary education
- Impact Communications — Advisor public relations support
- Make It a Great Day – Website development (advisor-specific)
- Schwartz Law Group — Legal and regulatory support for RIAs
- Virtual Partners Group — Affordable back-office support for advisors
- Virtual Solutions Consortium — Additional virtual staff solutions
- Wealth Management Marketing — Marketing support for RIAs
- Wired Advisor – Social media consulting for advisors
Advisor Professional Organizations
- AICPA — American Institute of CPAs
- CFP® — Certified Financial Planners
- Committee for the Fiduciary Standard
- FPA — Financial Planning Association
- NAPFA — National Association of Personal Financial Advisors
Advisor News and Media
Authors, Reading and Writing
- Associated Press Stylebook — What the dictionary doesn’t tell you
- Merriam-Webster — My favorite dictionary
- Noah Lukeman — Writing craft tips
- Sabine Robinson — Business tips for start-up insurance agents
- Bill Schultheis — Coffee House Investor, a rapid read on passive investing
- Larry Swedroe — More in-depth reads on passive investing
- Willamette (Oregon) Writers — To enable my writing addiction
Information Visualization/Presentations
- Edward Tufte — The theory behind effective presentations
- Perceptual Edge — Practical expertise on the same
- Presentation Zen — Where ying and yang meet PowerPoint.
- Ettlinger Productions — Digital photographer extraordinaire and expert genealogy researcher. Incidentally, also my mother. (Creativity runs in the family.)
Whimsy
- Crater Lake — My favorite spot on the planet
- The Nature Conservancy — Save the planet (or just go for a nice hike)
- Willamette Valley Greyhound Lovers — Want to adopt a greyhound?
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