FMG

FEBRUARY 27, 2023

We have discussed the importance of being up-front and disclosing fees on your website, so it’s great that Braun-Bostich & Associates has done just that. When you include your fees and fee structure clearly on your website, it can often save a phone call or initial meeting to see if a client can afford the services.

Prospects 98

Prospects Fee Structure Asset Management Education 98

FMG

DECEMBER 9, 2022

In this blog post, we’ll look at the importance of a fees page on a financial advisor’s website, the benefits of being open about fees, and a few examples of advisor websites with effective fees pages. Legal Requirements: Financial planning fees are required by law to be open to the public.

Fee Structure 52

Fee Structure Best Practices Prospects Assets 52

Sara Grillo

OCTOBER 10, 2022

For those of you who are new to my blog/podcast, my name is Sara. Fee-only vs. fee-based. But… Fee for service (and only fee for service) is a haven where the sales agenda mimicry cannot follow. Veres believes the general practitioner who purely manages assets is not going to survive the next generation of clients.

Fee Structure 52

Fee Structure Prospects Assets Investing 52

Walkner Condon Financial Advisors

APRIL 21, 2023

Fee-Only financial advisors and firms receive no sales-related compensation or incentives. They are compensated only by the fee the client pays. Regardless of how an advisor is compensated, it’s important that they are transparent about their fees and any additional compensation they may receive.

Education 52

Education Fee Structure Mutual Funds Assets 52

Steve Sanduski

DECEMBER 11, 2024

Take, for example, Erin Scannell , who, during his career, grew his firm to $4 billion in assets under management and handled up to 800 clients at one point. The segmentation process should go beyond asset size or revenue generated. ” Objection: Will my fees increase with this change? Response: Absolutely not.

Fee Structure 52

Fee Structure Leveraging Assets Portfolios 52