To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.
An efficient advisory firm with modern technology that has automated what processes it can is more appealing in a merger or acquisition.
You have to create dissatisfaction to sell.
Bason Asset Management’s James Osborne describes to Michael Kitces the reasoning behind his flat-fee pricing structure.
Not everyone is happy about this development.
