Your clients already understand the value of your advice. But they may not understand how you or your company is paid for the services they receive.
Whether they’re longstanding clients or you’ve just met, make sure they understand the rules, and costs, of engagement. New regulatory requirements mean your clients will soon get more information about fees and their investments in their mailboxes.
So get a head start on explaining what that information really means. Shape the conversation with these articles from AdvisorToClient.
And use this planner to organize your next client meeting: Planner—This is what an investment costs you.