How to Differentiate Services Across Segmented Client Tiers
You know you should segment your client base into tiers, how exactly do you do so the right way?
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
How Will AUM Advisors Weather the Next Market Downturn?
With an average profit margin of 22%, not all advisory firms may even survive the next downturn.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
The Best Advisor Succession Planning? Internal Sales, With a Comp Switch
David Grau Sr.'s new book is essential for firm owners and potential buyers. One argument: change the basis of advisor comp from revenues to profits.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
Advisor: Do You Have an Abundance or a Scarcity Mindset?
What's true for clients is true for advisors. How you view the world—with an abundance or a scarcity mindset—makes a difference in your behavior. Choose.
CFB Board Creates Another Three-Bucket Mess on Compensation
Rick Kahler’s "fee-only" trouble demonstrates the limitations of the CFP Board’s compensation rules.