Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.
Survey findings show investments in social media to surpass other marketing expenditures in 2021.
Facebook represents a two-way street for building relationships. You learn more about your clients and they learn more about you.
Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.
Sometimes acting as a fiduciary means risking the loss of a client.
Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.
Financial advisors can use video for much more than just client education.
We tend to only listen to what’s of interest to us.
