Fees
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...
