Raise 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...
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...
Dec 07, 2009
Advisor: Mark do you split commissions with your Deliverables Team?
Do you split any of the commissions you receive with your Subject Matter Experts? 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...
Sep 15, 2009
Securities Commision pushes to abolish commissions
The securities regulators have recommended that securities commissions, fees for "assets under managment' and the vast majority of other methods currently used to compensate financial adviosrs be abolished in an admission that investor protection laws are inadequate... 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...
Aug 01, 2009
Pivotal Questions
Distinguishing yourself from other financial advisors. read more...
Jul 19, 2009
Subscribe to this blog
Keep fresh practice management ideas, new tools and creative resources in front of you on a weekly basis. read more...
