Posts tagged ‘expenses’

Know Thyself: Socratic Thoughts on Defined Benefit Fee Policy Statements



I’m not sure what this says about me, but every time someone mentions Socrates, I think of Steve Martin’s depiction of the ancient philosopher in his 1980 TV special Steve Martin: Comedy is Not Pretty. (“…And not once did anyone ever say: ‘Socrates, hemlock is poison!’”) In real life,…

Read more

Your clients are your competitor’s best prospects!



I frequently talk to advisors and financial professionals about the prospects they’re working. Their sales pipeline can range anywhere from 10-50 active deals they’re working routinely. Odds are some of those great opportunities are their competitor’s clients. That’s why I’d like to share…

Read more