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Practice Management

Setting Fees for Financial Planning

September 28, 2017 By Jon Luskin Leave a Comment

Two recent episodes in setting financial planning fees merit sharing, and both have the same ultimate take-away: don’t think you’re not worth it – because the right clients think you are.

Consumers are Getting Smarter

August 4, 2017 By Jon Luskin Leave a Comment

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 Leave a Comment

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.

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Jon Luskin, CFP®Follow

Hourly Advice for Do-It-Yourself Investors. "@Bogleheads® Live" host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxe3Uoj

Jon Luskin, CFP®
Retweet on TwitterJon Luskin, CFP® Retweeted
Rick_FerriRick Ferri, CFA@Rick_Ferri·
10h

I had fun on this interview with Stan the Annuity Man who never once brought up annuities.

https://www.stantheannuityman.com/rickferri-funwithannuities

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Retweet on TwitterJon Luskin, CFP® Retweeted
MeasureTwiceMNYCody Garrett, CFP®️@MeasureTwiceMNY·
16h

Tomorrow (Wednesday)!

I am sharing the most commonly discovered financial planning opportunities.

https://twitter.com/i/spaces/1ynJOZYDbDzGR

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BlankenshipFPJim Blankenship@BlankenshipFP·
18h

Tax-Loss Harvesting Treasury Bond Index Funds in 2022 #PFshare via @JonLuskin https://jonluskin.com/tax-loss-harvesting-treasury-bond-index-funds-in-2022/

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, 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.

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