The Online Resource for Financial
Advisors Going Fee-based

What is holding you back?

breakoutCongratulations, you did it! You’ve identified your top goal—the one that is going to take your business to the next level—and now everything is going to be sunshine, lollipops and rainbows. Not so fast! While you may have thought the goal planning process was the hard part, the real hard part is the doing.

Getting started on the doing is a common roadblock that gets in everyone’s way. So what is the difference between a goal idea and a completed goal? [Read more…]

Going Fee-Based: The Top 5 Advisor Business Benefits

articleimages-5businessbenefits

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 [Read more…]