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Jon Luskin, MBA, CFP® ● Investment Advisor ● Author ● Speaker

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Consumers are Getting Smarter

August 4, 2017 By Jon Luskin

Prospective clients are now making amazing comments that I’ve never heard from them before: Are you a fiduciary?

Case Studies in Unconventional Financial Planning Billing

July 28, 2017 By Jon Luskin

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

March 5, 2017 By Jon Luskin

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

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