The fee increase most advisors are one letter away from
Advisors who raise fees almost always report the same thing afterward: fewer households left than they feared, and the ones who left were the ones they were quietly subsidizing.
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The first hundred days decide whether a new client refers you
Most referrals do not come from long relationships. They come from the window right after onboarding, when a new client is still telling people about the change they just made.
ReadWhat the Marketing Rule actually lets you say
Testimonials and endorsements have been allowed for SEC-registered advisers since 2022. Most advisors still act as if they are banned, and the ones who use them often miss the disclosures that make them legal.
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