You don't have to know everything there is to know about long term care insurance to help investors figure out is this is the right option for them.
You can proctect a financial flanning practice with non compete agreements, or you can work smarter with confidentiality agreements.
An Eaton Vance survey on individual investos shows uncertainty among investors as to the value that financial planners add.
If pension funds and trusts are required to use investment policy statements, there's a good chance they can add value to wealth management relationships.
Transitioning from a commission to a fee based financial practice carries one likely risk: getting caugght somewhere in the middle, and missing the opportunity to maximize the value of the financial planning practice.
Investors have lots of advisors: bankers, layers, accountants. Why would they turn to you when estate issues arise because of a death in the family? Because you actively positioned yourself as the go to guy.
Is there any way to "fire" a client nicely? Developing skills in pruning clients can be every bit as important as developing the skills to bring them on.
Another year comes to an end and investors as well as their advisers will begin the arduous task of preparing to file tax returns for 2003. What are the common areas of that will trip up taxpayers?
What kind of information is floating around in the public domain, and how can you access it?
When clients divorce, what's a financial planner to do? As they say in a mindfield, step very, very carefully.