Cfp

Cfp

Finding your perfect niche – the Water Cooler effect at work

dan-r
My Practice
At some point, most advisors have been told that they should concentrate their efforts on attracting clients in a defined niche. There are three reasons for this: • ...
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How pension reform might affect advisor compensation—and what you can do about it.

How pension reform might affect advisor compensation—and what you can do about it.
By Marc Lamontagne, CFP, R.F.P, FMA Pension reform is still in the news these days, but a number of stories going back to last spring got me thinking ...
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How Investors Select Financial Advisors (Waymire)

How Investors Select Financial Advisors (Waymire)
by Jack Waymire, The Paladin Registry Investors use two primary processes when they select financial planners and investment advisors. 57% of investors use a subjective approach that is ...
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The trailer fee compensation model is making inroads—And why that might be a bad thing.

trailing-commissions
My Practice
By Marc Lamontagne, CFP, R.F.P., FMA Over the years there have been numerous debates about whether trailers should be considered a fee or a commission. Adding to the ...
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2010 National Survey of Canadian Financial Advisors

2010 National Survey of Canadian Financial Advisors
2010 Advisor Surveys Open March 15, 2010 to April 15, 2010 To Fee or Not to Fee is launching its second annual national survey of Canadian fee financial ...
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You Missed a Great Conference!

You Missed a Great Conference!
The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this conference and once again the agenda was PACKED. ...
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The Advisor Your Clients Crave

The Advisor Your Clients Crave
Stephen Wershing’s presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last position you want to find yourself in, ...
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The Top Three Reasons Clients Choose You

Speaking Narrow
My Practice
Critical to attracting clients and receiving referrals is a financial advisor‘s competitive advantage, a strategic differentiator, a unique value proposition, something that enables people to understand why they ...
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A 6-Step Retirement Income Strategy for Mid-Market Clients

dan-r
My Practice
By Betty Meredith, CFA, CFP, CRC and Kevin S. Seibert, CFP, CRC, CEBS Building a retirement plan is far different from creating a standard financial plan. Not only ...
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Fee-for-service insurance sales?

Fee-for-service insurance sales?
Easier said than done By Marc Lamontagne, CFP, R.F.P., FMA As financial services regulators and stakeholders debate the level and depth of commission disclosure in the investment industry, ...
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