Thanks so much for attending my presentations for the February 2019 Finology Summit!
Further Reading Materials:
- The Salience of Financial Planning Fees - It's Not Just About How Much You Charge, But How You Charge
- Price Saliency, Value Saliency, And Getting Paid For Shadow Work
- The Importance Of Creating Small Financial Planning Goals
- Using Social Proof To Help Clients Make Better Financial Planning Decisions
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor