Is the popular model for levying fees, a percentage of assets under management, really right for financial advisors? Some fee only advisors are charging extra for certain services, earning fees, and getting recognition for value they add.
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If you are not sure how you feel about the economy, you at least take the temperature of your peers. A group of advisers is becoming the financial world's answer to the Nielsen families resulting in the Advisor Confidence Index.
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This article was written for financial services sales professionals affiliated with Interbay Funding. It explores some of the basic tenants of affinity selling, why it makes sense and the value it brings to the sales equation.
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The SBA's cornerstone program, the so-called 7(a) Loan Guarantee has helped thousands of businesses. But you should think twice before applying. Extracting help from the public sector can extract a real toll on your deal.
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The rise in the federal limits for estate tax exemption from the 2001 Economic Growth and Tax Relief Reconciliation Act (EGTRRA) have hit many states where it hruts the most: in the pocketbook. Many are fighting back with by "de coupling" with federal es
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This article describes how so-called study groups -- the aggregation of several financial planning firms into a group that relies upon and networks with each other -- can give a small firm the power of a large one.
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Insight and color on why female financial planners are, by one important measure, much more successful than their male conterparts.
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What kind of information is floating around in the public domain, and how can you access it?
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Is there any way to "fire" a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.
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This monograph is a short primer on on determining the most fundamental of investment concepts -- determining cost basis.
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