by mrretainer | Jun 17, 2019 | Productivity, The Future, Tools & Technology
You decided that this is the year to make changes to live your dreams. Now what? Most of us have been there. Retainer-based planning is the way to make it happen. You meant well, you wanted to help people with their finances and maybe you worked for a “big firm”...
by mrretainer | Jun 17, 2019 | Productivity, The Future
When I started contemplating the idea of retainer-based planning, I had various thoughts and questions going through my mind. When is the right time to switch to retainer-based planning? How long will the transition period be? When’s the best time to implement...
by mrretainer | Jun 17, 2019 | Clients
Many of your existing clients are likely on an asset management deal. Maybe all of them! It’s hard to determine which clients are a fit for retainer-based planning. Some clients fit. Others do not. Let’s talk about how to navigate the differences. The...
by mrretainer | Jun 17, 2019 | Productivity, Team
Your financial advising team is there to make you more productive and effective. Take a Team Approach There’s no such thing as bad timing. At least, that’s how the saying goes. While this may certainly be true, it can get pretty tiring to consistently be answering the...
by mrretainer | Jun 17, 2019 | Productivity, The Future
It turns out that the Avengers and Financial Advisors have a lot in common. I will try not to spoil the movie, but you should have seen it by now. An Ending Leads to a Beginning The world is constantly evolving. Stories are ending and beginning in an infinite cycle....
