Welcome to Financial Advisor IQ

April 12, 2013

Why Hiking Fees May Be Good Business
Clients who pay more for their advisors' services often value them more.
Advisors Push Beyond the Fiduciary Standard
Ambitious practitioners think of it as a starting point for client service, not the Holy Grail.
Special-Needs Planning Earns Special Compensation
Helping support people who may not be able to support themselves pays "emotional rewards."
Weaning Clients From the "Fairy Tale" of Certainty
They actually feel less anxious when advisors explain that no outcome is guaranteed.