Blogs about: Setting Fees
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Unbundling fees
I’ve been having a dilemma for the past several months. We’ve been making presentations for total wealth management and investment management bundled as one package. When we make the pr… more →
Stage 2 Solution
The Rock Star's Guide to Setting Fees
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Laura wrote 8 months ago: As a riding instructor, you probably consider yourself as far removed from rock star fame as possibl … more →
Colleague to Colleague: Setting Fees
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Robin Caldwell wrote 1 year ago: I’m cheating today – kind of. The information I’ve posted is my edited response to … more →
Unbundling fees
stage2 wrote 1 year ago: I’ve been having a dilemma for the past several months. We’ve been making presentation … more →
Value is in the eye of the beholder
stage2 wrote 1 year ago: I’m in the process of evaluating the fee structure in our firm again. I keep thinking about th … more →
