1 visitor like this article | Viewed 3147 times | 0 comment
Summary: Have you ever heard the expression, "You are the average of the five people you spend the most time with?" I decided I wanted to spend more time with top achievers -- so I started a podcast that let me interview them about topics at the intersection of business, investing and life.
1 visitor like this article | Viewed 3322 times | 0 comment
Summary: There are tried and true ways to get new clients, but will that change in the new wealth management landscape?
1 visitor like this article | Viewed 3041 times | 0 comment
Summary: When it comes to pricing, charging clients a percent of assets under management — often around 1% — remains the heavyweight champion of the independent financial advisory world. Yet the venerable model faces challenges from a variety of contenders, including variations on flat fees, hourly billing and charging on a percentage of other financial metrics.
1 visitor like this article | Viewed 3303 times | 0 comment
Summary: In a Financial Planning webinar last week, listeners got some great ideas from a team of practice management experts: Joni Youngwirth, Commonwealth Financial Network's managing principal for practice management; Fidelity Investments executive vice president David Canter; and Christine Gaze, president of Purpose Consulting Group.
0 visitor like this article | Viewed 3699 times | 0 comment
Summary: The financial services industry is out of step with the public in promising to make people rich—when their real goal is to have rich lives. To that end, the so-called “wealth management” profession—generally the preferred term of financial advisors—has passed its sell-by date.
