Planning and Advice

Never assume you know what a client wants

Advisor's Edge

Never assume you know what a client wants

Don't come to client meetings with preconceived notions

By Melissa Shin |June 18, 2018

3 min read

Proactively discuss fees and your value proposition with clients

Advisor's Edge

Proactively discuss fees and your value proposition with clients

Discussing fees in the context of performance is only part of the conversation

June 18, 2018

3 min read

Disclose and document everything, especially where compensation is involved

Planning and Advice

Disclose and document everything, especially where compensation is involved

Why this matters

June 18, 2018

2 min read

Protect your clients’ sensitive information

Planning and Advice

Protect your clients’ sensitive information

Password-protect or encrypt any emails that go out to clients or third parties

By Sharon Ho |June 18, 2018

2 min read