Category Archives: Client Communication
Rethinking the AUM Model in Today’s Advisory World
The majority of advisors still charge using an asset under management (AUM) fee schedule. It’s [...]
Do Advisors Do What is Right – Or What is Popular?
I talk with advisors across the country, and most genuinely want to do what’s right [...]
AI-Proof Your Advisory Business
AI is dominating the conversation in financial services right now. How do I know? My [...]
Examples of Applying Be-Fi to an Advisor’s Practice
This post was originally published on 5/13/2000 on Michael Kitces blog, Nerds Eye View [...]
Do Financial Advisors Do What is Right or What is Popular for Clients?
I know and speak with a lot of financial advisors from all over the country, [...]
Why Most Financial Advisors Aren’t Worth Their Fee
When I got started in the business at Morgan Stanley in 1999, it was not [...]
When a $20 Bill is Worth More Than $20
Last week’s faulty software update, that affected many Microsoft servers worldwide, serves as a big [...]
Talking Risk With Clients
Risk is an inherent feature in the financial markets. How we discuss risk with clients [...]
When Your Client Needs to Be More Aggressive But Won’t
It is not uncommon for advisors to have situations in which an investor needs to [...]
4 Questions Every Advisor Should Review With Their Clients
The Wall Street Journal recently published an article about four questions on the top of [...]