Bernie Geiss

Decorative pattern

Planning and Advice

The advantages of fee-for-service

In times like these, advisors need to focus on their clients, all of whom are asking, “What does this mean to me?” They’re wondering whether their fi nancial plans have been compromised and what they can do to mitigate any negative impact. Those of us who provide comprehensive fi nancial planning are in a unique […]

By Bernie Geiss |June 1, 2009

10 min read

Decorative pattern

Planning and Advice

Building a better referral network

(September 2008) Imagine receiving a phone call from a respected accountant or lawyer, telling you that he has a client who really needs your expertise and would like to speak to you as soon as possible. The client fits your ideal client profile. How do you make this scenario reality on a regular basis? Start […]

By Bernie Geiss |September 4, 2008

4 min read

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