Marketing Insights for Fee-Only Financial Advisors

Many investors looking for help with their financial planning and wealth management strategy have heard that an advisor’s fee structure matters.  This is true; it’s important to know how the advisor makes their money, especially for those who want to work with an advisor who is also a fiduciary (someone who is legally required to…

There are 3 ways you can know whether a financial advisor is working in your best interests. Is your investment advisor a fiduciary?  It’s critical that you ask your advisor whether or not they’re a fee-only, fiduciary advisor.  A true fiduciary advisor will always be transparent, and they’ll welcome this conversation with you. Advisors who…

People often think of wealth as accumulation of money and material possessions, along with legacy and impact. But true wealth encompasses so much more than money; it’s about health, family, friends, experiences, fulfilling work, community, and time freedom. So, how do you achieve wealth? Knowledgeable investors utilize comprehensive financial planning with the help from a…

Fee-Based financial advisors and Fee-Only financial advisors are very different across multiple aspects stemming from how they are compensated.  The difference is significant, and confusing by design. Consumers are seeking out advisors that are fee-based when they are really intending to find a fee-only financial advisor.  The two compensation methods are not interchangeable. How your…

It’s important to know how your financial advisor is compensated. Some make their money only from being paid by their client. Some are compensated through a combination of client fees and commission. And some make their money based solely selling financial products for commission. The method for earning becomes relevant if you’re concerned about conflicts…