Advice Pays—As Much as 2.9% per Year

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We are consistently asked to define the value of financial planning and investment management advice. A recent study looked at advice during the Great Recession by comparing the investment results of investors that had advice and those that didn’t. The results were quite favorable for the advice industry. Advisors looking for ways to communicate their value to clients should consider sharing the following investor-friendly article (pdf version) we prepared for advisors using our services.

Please contact us if you’d like to see more of these great marketing pieces or to learn how you can help your clients with an advice-based relationship.


Financial advisors and professional money managers provided investors significant value before, during and after the Great Recession. So says a study by human resources consulting firm Aon Hewitt. Their study, “Help in Defined Contribution Plans: 2006 Through 2010,” explores how investors who had investment help faired versus investors who didn’t.


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Are You Charging Too Little for Your Services?

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Are you earning just 25 bps for your services while fee-based advisors earn 3–4 times as much? If so, it’s time to get paid what you are worth.
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Which business model is right for you?

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We recently received some great questions from several advisors about how a conversion to fee-based accounts would impact their businesses. Specifically, one advisor asked if he would be able to continue collecting mutual fund trails (i.e., 12b-1 fees) and keep managing stocks. This led to a discussion on the different business models advisors can use.
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4 Transition Myths Addressed

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The idea of transitioning from commissions to fees is not a new idea, yet many advisors still find that they have a significant portion of their business in direct mutual funds earning minimal recurring revenue. Additionally, advisors often find that, as their business grows, the confines of the commission-based structure limits the services they can provide to their clients—limits that fee-based advisors do not run into. Ultimately, these limits affect their bottom line.

It is hard to find an advisor who regrets making the transition to fee-based. We routinely hear stories of how advisors that made the transition wish they had done so sooner, how less worried they are about their income and how positive the feedback has been from their clients.
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Going Fee-Based: The 7 Investor Benefits

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There are numerous business and investment benefits that an advisor receives from transitioning to a fee-based approach. In fact, though, the most compelling benefits may actually be received by the client. In our mind, a transition to fee-based account structure, that is done properly, can truly be a win-win solution for your business and your clients.

We outline seven benefits that investors should receive when working with a fee-based advisor using a managed account approach:
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5 Key Investment Benefits of Going Fee-Based: One Advisor’s View

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Recently, we had a conversation with an advisor who has been transitioning her direct mutual fund business to fee-based accounts with Bellatore. Her feedback on how quickly and impressively her business and her life changed compelled us to write this article.

When we first met this Texas-based advisor a little over a year ago, she had built a respectable business with very strong client relationships. She was managing over $30 million in direct mutual fund investments in a traditional commission-based relationship.

However, her success was beginning to cause her to feel overwhelmed, especially since she was managing everything by herself. It got to the point where she was questioning whether or not to take on new business. She was worried about staying on top of her investment management duties, and, being in a small office, she felt alone.

We helped her transform her business through a transition to a fee-based model and she immediately felt some relief. While she definitely benefited from outsourcing some of her businesses operational and administrative duties to Bellatore, she was most impressed with the enhanced investment benefits she could offer her clients.

We outline her perspective on five investment benefits that her clients have been receiving from her new approach:
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Going Fee-Based: The Top 5 Advisor Business Benefits

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Transitioning from a commission-based business to one driven by fees can be a rewarding and profitable move. Additionally, the benefits to your clients, your business and your quality of life are well worth the time it takes to make a transition. Let’s look at the top five business benefits
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