Fees
Oct 04, 2012
Should your Financial Team Be Compensated by Flat Fee or by Percentages?
When acquiring team members, you’re going to have to decide how you’ll compensate them. read more...
Jul 05, 2012
How to Negotiate a Flat Fee with a New Expert to Your Team
A sample conversation that illustrates the best way to negotiate a fee with a prospective expert. read more...
May 10, 2012
How Financial Advisors Should Decide Which Clients They Should Let Go
Financial advisor must carefully assess whether existing clients are ideal clients. If they aren’t, learn how to replace them without damaging your bottom line. read more...
May 08, 2012
The Financial Advisor’s Dilemma – Recurring Revenue versus “One Time” Revenue
Learn how to calculate the annual recurring revenue from every client family in order to determine who your ideal clients are. read more...
Apr 26, 2012
Are You Disclosing Conflicts of Interest? Trusted Financial Advisors Do!
Full disclosure of conflicting interests is the only way to build and keep trust with you clients. read more...
Feb 13, 2012
Two Models Financial Advisors Can Use to Compensate Your Team Members
Choose the business model that best compensates your team of financial experts. read more...
Jan 23, 2012
A Script for Financial Advisors Who Want to Offer More Comprehensive Services
Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...
Aug 29, 2011
The Trusted Advisor™ Compensation Structure
The best method of establishing the Trusted Advisor Compensation Structure read more...
Mar 01, 2010
Does Compensation Skew Advice?
Is your business prepared if the U.S. Government were to begin actively regulating from that perspective? read more...
Dec 27, 2009
Advisor: Do you charge for financial plans?
... or do you simply do the plan as a part of your complete fee? read more...
Oct 12, 2009
Advisor: How do Deliverables Team Members charge?
Should external Subject Matter Experts charge for their services separately or should we include their fee within our compensation as Trusted Advisor? read more...
Aug 04, 2009
"I can't charge more"
Early on in my career I remeber thinking I can't charge my clients any more than now... I even wonder if I'm worth my current compensation. read more...
