Controlling Your Compensation

March 2004
Journal of Financial Planning;Mar2004, Vol. 17 Issue 3, p18
Academic Journal
This article focuses on the views of Max Bolka, a business consultant, towards compensation management. Bolka says that the real issue facing advisors is control over compensation, but not in the way of fees versus commissions or other combinations. According to Bolka, the next step in the evolution of a financial advisor is to become a specialist. No one wants to buy another mutual fund, annuity, or even a great financial plan.


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