Planning and Advice

Proactively discuss fees and your value proposition with clients Proactively discuss fees and your value proposition with clients

Advisor's Edge

Proactively discuss fees and your value proposition with clients

Discussing fees in the context of performance is only part of the conversation

June 18, 2018

3 min read

The first 10 minutes: gambling woes The first 10 minutes: gambling woes

Advisor's Edge

The first 10 minutes: gambling woes

Helping a client whose spouse lost a large sum

By Gil Martinez |June 18, 2018

2 min read

Disclose and document everything, especially where compensation is involved Disclose and document everything, especially where compensation is involved

Planning and Advice

Disclose and document everything, especially where compensation is involved

Why this matters

June 18, 2018

2 min read

Show clients who’s behind their investments Show clients who’s behind their investments

Advisor's Edge

Show clients who’s behind their investments

Clients want to feel at ease

By Katie Keir |June 18, 2018

2 min read