Clients need to understand the difference between advisors who can afford to give advice because they sold a product and advisors who are objective because they have "no skin in the game."
Sheryl Garrett, Garrett Planning Network
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Summary: Financial advisors who transition from a commission-only business to a fee-based model are often stymied about how to explain their new fees without sending existing clients packing.
Clients need to understand the difference between advisors who can afford to give advice because they sold a product and advisors who are objective because they have "no skin in the game."
Sheryl Garrett, Garrett Planning Network
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