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Every financial advisor does things a little bit differently—including how they structure their fees. It’s probably not what you think and in some cases no fee at all! If you’d like more information on how financial advisors are paid, please reach out.

Did you know there are different types of financial advisors? (Part 1) Financial advisors can have various compensation structures and utility. It's important to know which type of advisor is best suited for your specific needs. In the first of a three-part video, I explain the most common type of financial advisor (the generalists) and their associated advantages and disadvantages.

Every financial advisor does things a little bit differently—including how they structure their fees. Key takeaways: How much a financial advisor makes depends on what services they’re providing and how much money you have. Fee-based planning, product commissions, sales loads and advisories are some methods a financial advisor may use to earn compensation for their services. Fees can vary widely depending on your situation and your advisor, so when seeking a new advisor, it’s important to ask about their fee structure. If you’ve never worked with a financial advisor before, you may have a

How to Get Financial Advisors to Introduce You Learn the art of introductions with financial advisors! Discover how to make them comfortable without asking for a referral and enhance your client relationships effortlessly. This simple strategy will turn potential liabilities into powerful assets. #FinancialAdvisors #NetworkingTips #ClientIntroductions #BusinessGrowth #ReferralStrategies #FinancialSuccess #RelationshipBuilding #ClientExperience #NetworkingStrategies #TrustBuilding

Is it fair to pay your financial advisor more just because you have more money? "Most" of the time more money ≠ more complexity. If you 10x your wealth overnight, does your advisor deserve 10x the pay for the same work? Percentage fees - known as Assets Under Management (AUM) fees - incentivize asset gathering by an advisor, not expertise and service. Are you paying fair fees for advisor expertise or subsidizing other clients? If you had a choice, how would you structure your financial advisors compensation/fees to align with your interests, but also fair to your advisor?

How to Get Financial Advisors to Introduce You Learn the art of introductions with financial advisors! Discover how to make them comfortable without asking for a referral and enhance your client relationships effortlessly. This simple strategy will turn potential liabilities into powerful assets. #FinancialAdvisors #NetworkingTips #ClientIntroductions #BusinessGrowth #ReferralStrategies #FinancialSuccess #RelationshipBuilding #ClientExperience #NetworkingStrategies #TrustBuilding

How to Get Financial Advisors to Introduce You Learn the art of introductions with financial advisors! Discover how to make them comfortable without asking for a referral and enhance your client relationships effortlessly. This simple strategy will turn potential liabilities into powerful assets. #FinancialAdvisors #NetworkingTips #ClientIntroductions #BusinessGrowth #ReferralStrategies #FinancialSuccess #RelationshipBuilding #ClientExperience #NetworkingStrategies #TrustBuilding

If you are considering working with a financial advisor, it's crucial to find the right one for you & your financial goals. Never having engaged with a financial advisor could mean missed opportunities to grow your wealth effectively. Here are a few reasons why scheduling time with a financial advisor is key and tips on finding the perfect match for your needs.

A successful financial advisory practice is perhaps the only business that you can sell and then still own. How does that work? Monetization strategies include: · Upfront signing bonuses · Equity participation · Selling part of your cash flow · Higher payout Which ones are right for you? Call me for details. #financialadvisor #wealthmanagement #goingindependent

If you're not already working with a financial advisor, check out this article which discusses all the benefits you'll gain!