What’s Stopping You From Converting To A Fee Based Financial Planning Model???

This post is going to be simple.  In the comments section below, please state what is stopping you from converting your practice to a fee based model? There must be one thing.  One niggly thing that is holding you back.       Here are some exa...

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Three things all fee-based financial planners need to know about computer security…

WTF? Those exact words went through my head as my eyes opened larger and larger in disbelief. It was very clear to me that I had been hit with a virus. Don’t know where it came from.  Don’t really care.  Just get it out of my computer. It is amaz...

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Tagged As: Security

The importance of a “System” when converting to a fee-based financial planning practice model.

The time came when I was so fed up with my reliance on the need for “transactions” to generate “commissions” that I had to make a change.  The longer I stayed with the commission model, the further into the commission abyss I went R...

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Tagged As: Fees, Practice Management

7 Tools You Need To Run A Successful Fee Based Financial Planning Practice

Now, to go through ALL of the tools required would take me forever.  And, not all tools are required for all fee based businesses. However, the following tools are critical to ALL fee based financial planning practices, no matter what their business focus, lo...

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Tagged As: Fees, Practice Management, Time Management

Why Charging Fees Is Better

In this post I am going to discuss why charging fees for your financial planning advice is better than solely receiving compensation that is embedded within the products you are selling. Charging fees will put you in a class on your own.  You will differentia...

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Tagged As: Fees