Wednesday, September 20th, 2017

Financial advisor value propositions

A discussion of how a financial advisor may add great value or perhaps none at all, depending on the subject in question.

Audio podcast – How You Pay Me Through A Service Fee

As I work towards creating a podcast to supplement client communications, below is a a short audio file that explains how you, my valued clients, pay me through an embedded service fee mechanism.  Please have a listen and of course just ask if you have any questions.