Welcome to Financial Advisor IQ

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.