THE FYNANCIAL BLOG
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Reducing Your Management Fees is a Bad Idea: Do This Instead
Financial advisors are under pressure to reduce their management fees like never before. In a world where technology has made it easier than ever for consumers to access information and financial products, clients are more informed and demanding than ever and many...
Don’t Lose Your Clients’ Most Valuable Assets: Their Legacy!
The great wealth transfer is underway. An estimated $68 trillion will change hands from baby boomers to their children and heirs over the next several decades. As a financial planner, it's your job to ensure that your clients' assets are transitioned successfully to...
4 Tips to Ensure That You Never Lose a Client Due to Poor Communication
The number one reason that clients leave is due to lack of communication. As a financial advisor, you know that communication is the key to maintaining strong relationships with your clients. After all, your clients are entrusting you with their finances, so it's...