Client Relationships Should Be the Focus in the Financial Planner's Changing World of Compensation
- Charging for Wisdom. Pullen, Courtney // Journal of Financial Planning;Aug2003, Vol. 16 Issue 8, p24
This section presents the author's observation on a proposed shift in compensation models in the financial planning field. Several prominent thinkers in the financial planning field have been challenging the profession to take a look at how it is compensated. They are advocating a move from a...
- Thinking of Increasing Your Fees? Kircbenbauer, Lisa A. K.; Hanley, Debra A. // Journal of Financial Planning;Jul2011 Practice Management Solutis, p18
The article focuses on the factors to consider when planning to increase the financial advisers' fees in the U.S. Financial advisers are recommended to determine the revenue generated by the clients and the time being spent on their services. It cites the relevance of providing notice to clients...
- Minding Your 'Alpha-Bets' Gresham, Stephen D. // On Wall Street;Mar2005, Vol. 15 Issue 3, p70
Presents guidelines for financial advisors on adding value to services beyond their clients' expectations. Importance of the ability of advisors to proactively provide clients with good ideas; Suggestions on the creation of critical objectives for clients; Opportunities offered by the number of...
- Building client relationships--from the ground up. // Money Management;11/27/2003, Vol. 17 Issue 44, p36
Reports on the client relationship established by financial planners in Australia. List of high profile jobs compared to financial planning; Problem experienced with a planner.
- Smart Ways to Bring in 2nd Generation Clients. Rozen, Miriam // Financial-planning.com;11/27/2015, p4
The article presents tips from financial experts on how should financial consultants be able to forge relationship with the children of their clients for handling its inheritance and asset value.
- Uncapped fees face future threat. LEESON, RICHARD // Money Marketing;8/20/2015, Issue 1498, p46
The author examines the threat to uncapped fees. The author cites the case of a hypothetical client and a discussion he might have with his financial adviser regarding his individual savings accounts (Isas) and open-ended investment companies (Oeics), and presents an example of uncapped fee...
- THE MOST VALUABLE ADVISOR. Sarch, Danny // On Wall Street;Oct2007, Vol. 17 Issue 10, p71
The article discusses issues on commissions, fee based services and value of financial advisors. It is believed that to effectively judge the worth of an advisor, the recruiting firm should base the value of the book upon the business generated at the old firm and whether that business can...
- The Value of Your Work. Silver, Larry // On Wall Street;Jun2007, Vol. 17 Issue 6, p81
The article offers pieces of advice for financial advisors to alleviate unnecessary concerns about charging clients for their commissions and fees. It suggests that advisors must believe in their selves and the value of their services. It also infers the need for advisors to provide the services...
- Drawing Inferences. // On Wall Street;Jul2003, Vol. 13 Issue 7, p88
Interviews Gail A. Eisenkraft, managing partner of consulting firm Inferential Focus, on issues related to mutual funds. Remarks to mutual fund leaders; Comment on market conditions; Components of sustainability; Advice to financial advisors on how to reconnect with clients.