The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in your practice.
How to Charge Your Client a Flat Fee Without Making Anyone Unhappy
Sign Up For My Free Newsletter: Free Editorial Content Emailed To Your Inbox:
It seems like financial advisors and cryptocurrency are like oil and water.
Many of you are asking bad financial advisor prospecting questions that are
The new SEC Marketing Rule 2021 is a gamechanger that will bring