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January 30, 2015

Build Pay Plans That Motivate Top Producers
Combination packages are popular, but some advisors shun equity and bonuses.
Debate Over AUM Fees Causes Kerfuffle at NAPFA
A memo says charging less for bonds than stocks raises conflict-of-interest issues.
Breakaway FAs Should Keep Their Finra Cards
An all-or-nothing stance isn’t always best for clients.
Are You Really Qualified to Do Life Planning?
Clients may be skeptical of an advisor who suddenly gets all touchy-feely.
Clients Can’t Make a Decision? Try Visualization
Simple exercises can end ambivalence by putting the problem in a new light.

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