Financial Planning: Great Tool, Bad Product
AUM or flat fees? In the end, a client's financial security is attained by growing investment portfolios, not by the plan itself.
5 Big Life Events Driving Clients to Seek Advice
People who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
Can a ‘Fiduciary-Only’ Advisor Take Commissions?
An advisor makes some good points about selling insurance to clients, but are those clients sure their advisor is acting in their best interests?