Jon Luskin, CFP® • Hourly Advice for Do-It-Yourself Investors
Hourly Advice for Do-It-Yourself Investors
The traditional financial planning billing model gives you two options for generating revenue: sell an annuity or some other similar commissioned product, or collect an asset management fee for managing a client’s Investment Portfolio.
When it comes to acquiring the existing business of an exiting advisor, there are two possible ways to do this: Your classic and well-known Exit and Succession Plan The more uncommon Continuity Plan
Jon Luskin works with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.