0 visitor like this article | Viewed 2636 times | 0 comment
Summary: In the race to future-proof his advisory business, Frederick Hubler is banking on an alternative approach: retainer-based pricing.
0 visitor like this article | Viewed 2606 times | 0 comment
Summary: Building a financial advisory practice isn’t easy. Letting go of a stable paycheck, hustling to add clients, figuring out the back-office logistics of client service and compliance — those early years are tough by any measure.
1 visitor like this article | Viewed 2630 times | 0 comment
Summary: Though it may seem backward, advisers might be better served spending more time and energy on current clients. According to a survey of more than 650 individuals who work with a financial adviser or planner, 88% said they consider communication style and frequency before referring their adviser to family and friends.
0 visitor like this article | Viewed 2639 times | 0 comment
Summary: The time is right for financial advisors to make the switch to retainer-based planning, as this fee model is fast overtaking the industry. Making the switch to retainer-based financial planning can help a firm gain a foothold with high-net-worth clients. This method of planning makes regulatory compliance straightforward and reduces the risk of sanctions.
0 visitor like this article | Viewed 2618 times | 0 comment
Summary: We live in an age where a financial advisor's name and reputation can be built up or shattered based on his or her online presence. Google Search and online reviews are now standard resources investors use to research and vet financial advisors. Knowing what’s at stake, building and maintaining a strong, positive online footprint must be a priority for growth-minded advisors.
