Want Stronger Client Relationships? Get Personal
My ISP surprised me by providing better service at no extra cost, and I'll remember it. Clients remember when you provide a personal service.
First Ascent: A Glimpse Into the Future of Advisor Portfolio Management
First Ascent, which charges a flat $500-per-client portfolio management fee, offers cutting-edge solutions to today’s challenges of margin compression, robo platforms and breakaway brokers.
3 Client Engagement Styles Advisors Need to Understand
Facing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.
Flat Fees Again: Hey, It’s Not My Fault!
Thoughtful comments from two readers requires another look at the flat fees vs. AUM compensation model for advisors.
The Dead Horse Bounce. And Another Thing About Flat Fees…
Why have the vast majority of independent advisors not adopted flat fees while those who did eventually switched back to AUM fees?
Can You Hear Me Now? The Tech Scam Better Explained
Clarifying the details, and the seriousness, of the 'Can you hear me now?' telephone scam.
New Tech Scam Warning Shows How Vulnerable We Are
Clients — or advisors themselves — might fall prey to a new, clever telephone fraud.
Everplans: A Tech Tool That Could Be an Estate Planning Game-Changer
The user-friendly website has applications for advisors looking to improve service and attract new clients.
What Morgan Stanley, Wells Fargo and Merrill Lynch Have in Common
For one thing, they are all examples of why investors need independent advisors.
Flat Fees in the UK: Different Country, Same Lame Arguments
Exploring the notion that paying a onetime commission for "advice" is less costly than paying an annual AUM fee.