 If a client needs to obtain a return of 6% to reach every financial goal she has in life, and your portfolio returns 6.5%, have you not provided alpha?"Roy Diliberto, chairman and founder, RTD Financial Advisors. |
Better Ways to Underline Your Value
Murray Coleman | Financial Advisor IQ, August 2014
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Summary: Advisors can be compulsive about justifying their fees. After all, they want to be as transparent as possible. But how does someone strike a proper balance between going too deeply into the weeds and helping clients understand the value of hiring a pro?
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