Bringing financial clarity at a better price point for clients (video)
Pricing models for advisers stand at a unique inflection point. Facet Wealth’s Brent Weiss explains what this means for advisers and their clients.
Financial Related
8 Costly Missteps With Real Estate Investing
July 22, 2019, at 3:21 p.m By Rebecca Lake Take the necessary steps with real estate investments to keep you in the green. These missteps can cost real estate investors returns. Owning property, either directly or indirectly, can add diversity to a portfolio and yield value to investors on several levels. “Real estate is a … Read more8 Costly Missteps With Real Estate Investing
12 Ways to Save Money Without Trying
Boost your savings account and save money on purchases by using these strategies and tools.
Momentum building for subscription pricing
“Charging on AUM makes no sense,” Jones argued. “If a client gets a $100,000 raise, why should the advisor get an extra 1% of that?
Most Advisors Don’t Enforce Minimums
Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.
How Much Will Retirement Cost?
“That is the million dollar question: How much do I need to retire?” says Brent Weiss, CFP, head of planning at Facet Wealth
Thinking beyond $1 billion
Many RIAs falter as they grow, caught off guard when the client-facing work they’ve always done seems to show diminishing returns.
Easy changes we can make today for a better retirement tomorrow: Part 3
Retirement can feel insurmountable to many of us, who are bewildered by the task of creating a balanced plan. How do we simultaneously save for retirement, a new home and our children’s college tuition, especially if we also have to pay down debt?
Easy changes we can make today for a better retirement tomorrow: Part 2
Ideally, we should start investing as soon as our first paycheck, to leverage the power of compound interest.
Easy changes we can make today for a better retirement tomorrow: Part 1
Let’s be honest, setting long-term financial goals can be hard. Why? It’s hard to have a clear vision of some far off event and, as a result, without a clear goal we don’t know where or how best to start