Planning and Advice

Forthright fees

Fees: I believe a consumer’s most common understanding of this word is you will send a bill for your advice; the way accountants and lawyers typically do for their services. I may not know up front what I’ll be paying for my accounting or legal advice, but I will eventually, because I’ll get a bill. […]

By Jim Rogers |December 1, 2008

3 min read

Meet the millennials

If any of your clients are parents or grandparents, you’ll be familiar with the one common subject they talk incessantly about—kids or grandkids. Whether it’s their son’s accomplishments, their daughter’s education, or their grandkids’ inheritance, your clients’ offspring tend to dominate the conversation. Directly and indirectly, the millennials (those born between 1980 and 1994) exert […]

By Merge Gupta-Sunderji |December 1, 2008

3 min read

Growing grey

You’ve been chasing a big prospect for some time now, and he’s finally agreed to give you a few minutes of his time. So here you are, face to face with someone more than twice your age, who’s been through bull markets, bear markets, crashes, bubbles. You, on the other hand, have been registered for […]

By Michael Callahan |December 1, 2008

3 min read

You’re busted

Baby Busters. Gen-Xers. No matter what you call today’s adults in their 30s and early 40s, these are the people who’ll fi ll up your client books in the coming years. But advising Gen-Xers is not the same as advising people facing retirement or those just starting out their adult lives. Let’s consider the approaches […]

By Alexandra Macqueen |December 1, 2008

8 min read