Advisor to Client

How is your advisor paid?

Advisors guide you through the complicated realms of finance and investments.

February 2, 2015

3 min read

Email Your Client: Understanding advisor compensation: fee-only

If you’re unsure how to begin the conversation about how you’re paid, here is a sample email you can send to explain fee-only compensation to clients.

February 2, 2015

1 min read

Planner: Tips to explain compensation

When explaining to clients how you’re paid, keep in mind they may be brand new to many investment concepts, including compensation.

February 2, 2015

2 min read

Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

February 2, 2015

2 min read