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How to Connect with Clients Better

By Taylor Liao, CFP

What is the key to being a competent financial planner: skills, knowledge or something else? The answer may not be how professional one acts or how amazing their presentation is: thick stacks of paper with fancy drawings that deliver the perfect solution for the clients every time.

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Remuneration Model: Which One is Best?

By Suresh Sadagopan, CFP

The perception most planners have is that clients will not pay for advice. This somehow has been so ingrained into the psyche of players in the financial services space that it is taken for gospel. However, as with any kind of generalization, this is just a myth.

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