0 visitor like this article | Viewed 2627 times | 0 comment
Summary: The stories of Sheetz and Wawa and how they shifted the focus of their brands offer a fantastic marketing lesson to every financial advisor.
0 visitor like this article | Viewed 2559 times | 0 comment
Summary: Add business email compromise, aka BEC, to your list of business cyber risks. It’s a growing risk and spreading around the world, according to Michael Driscoll, FBI special agent in charge, Counterintelligence/Cyber Division, in the bureau’s New York office.
0 visitor like this article | Viewed 2652 times | 0 comment
Summary: I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some compensation models are better than others. But the assessment needs to go beyond compensation – it needs to focus on value.
0 visitor like this article | Viewed 2607 times | 0 comment
Summary: I offended an entire table of fellow financial advisors while attending a conference last year when I made this statement: “Everyone at this table makes too much money relative to what we do.”
0 visitor like this article | Viewed 2619 times | 0 comment
Summary: In the race to future-proof his advisory business, Frederick Hubler is banking on an alternative approach: retainer-based pricing.
