التفاصيل البيبلوغرافية
| العنوان: |
Advisors raise rates with no worry about retaining clients. |
| المؤلفون: |
Shaw, Dan |
| المصدر: |
Financial Planning; Jun2024, Vol. 54 Issue 5, p7-10, 3p, 1 Color Photograph |
| مصطلحات موضوعية: |
CONSULTANTS, FINANCIAL planners, ONBOARDING (Management coaching), POLYAMORY, TAX planning, COUNSELING in higher education |
| People: |
MOORE, Alan, 1953- |
| مستخلص: |
According to a survey by AdvicePay, financial advisors who charge fees for specific services were able to raise their rates without losing clients. The survey found that advisors who collect monthly fees increased their rates by 6% on average, while those who charge on a quarterly basis increased their fees by 1.6% on average. Despite these increases, retaining clients was not a top concern for advisors, with the need to bring in new business being a bigger anxiety. The fee-for-service model is seen as a way to ensure fair compensation for financial planners and to serve a larger segment of the population. [Extracted from the article] |
|
Copyright of Financial Planning is the property of Arizent and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.) |
| قاعدة البيانات: |
Complementary Index |
Full Text Finder