Select your Top Menu from wp menus

Why Advisors Should Be Transparent About Fees & Minimums

Good points from Michael Kitces, including that by clearly stating your minimum AUM on your website, it keeps you from having to meet with people who don’t fit your minimum. Advisors sometimes end up taking clients who don’t fit their minimums.  Bet you haven’t done that, have you!

Read more…

Post source : Nerd's Eye View

About The Author

Related posts