Prospective clients are now making amazing comments that I’ve never heard from them before: Are you a fiduciary?
The Blog
Case Studies in Unconventional Financial Planning Billing
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.
Succession, Exit, Continuity & Practice Emergency Plans
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