The Smoke Stack
Frugal BankerTurning up the heat on the financial advisory industry.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Last Issue | 3 years ago | Active |
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smokestack.beehiiv.comLatest Issues
How to talk to Prospects and Clients
Most of you don’t know how to talk to prospects and clients. Yes, even you. As a group we advisors love to talk to people, it’s how we get new business. The problem isn’t our gift of gab. The problem is what we say.
My good friend Michael...
How to Charge for Financial Advice - Part 2
Last week, in “How to Charge for Financial Advice - Part 1”, we focused on the massive hole we have dug for ourselves with respect to our fees. Not that we don’t deserve to get paid for our work, but we have done a poor job of demonstrating...
How to Charge for Financial Advice - Part 1
I have lost count at the number of different ways that we financial advisors have come up with to charge clients for our services. For the purposes of this post I will be discussing these fee structures:
- Commission (Now mostly in the i...
How to be a Financial Advisor
This will not be a newsletter about how to create the perfect Roth conversion ladder or analysis of individual securities, or any investments at all.
No, this newsletter is about the practice of financial advisory: the firms, the practitio...
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