RBA Blog
What if clients aren’t a fit for retainer-based planning?
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 truth about fit...
Building a Financial Advising 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...
Avengers & Financial Advisors
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....
RBA blog – Game of Thrones edition
Now that the 8 year GOT saga is in our rearview mirror, it got me thinking about how financial services are similar to GOT. You have fighting ideologies: passive vs. active, index vs. manager plus the plagues of fee compression, compliance (sorry, but it’s true),...
What if you don’t move to retainer-based financial advice?
I’ve been asked, “what if I don’t change?" Well, that is an option. Someone smarter than me once said, “The easy answer is rarely the right one and the right answer is rarely the easy one.” I think the times are gone where being an advisor was about asset allocation...
What the client gets out of Retainer based advice
Looking at the retainer-based planning “movement” from the clients' perspectives, several advantages are apparent. First, most working individuals and business owners do not have significant investable assets outside of their 401k or business (respectively). However,...
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