Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
Whose best interests are recurring advice fees serving? The clients or the advisory firms serving them? Possibly both. Possibly neither. PROLIFIC Recurring fees are everywhere. The valuations of most real estate firms are often dependent upon the recurring fees earned...