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 | May 23, 2019 | Clients, Productivity
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),...
by mrretainer | May 9, 2019 | Clients, The Future
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)....
