by Jim Stackpool | Jun 1, 2010 | Advice Products, Business Performance, Client Offerings, Fee For Service, Niche Market, Planning, Selling Your Business, Strategic Alliances, Wealth Management
Imagine it’s Monday, July 2nd, 2012 – the first working day of Chris Bowen’s proposed changes for financial planners. What’s different from today? I’m betting the biggest change won’t be that obvious. The same financial planning brand names may be around, but...
by Jim Stackpool | Apr 1, 2010 | Client Offerings, Fee For Service, Planning, Pricing Advice
It’s been hard to hear anything else above the din generated by this debate; however, at least two other trends have the potential to make the fees versus commission debate, though important, become a comparative storm in a teacup. Trend 1 – Jeremy Cooper’s review...
