Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.
Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.
Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.
A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Paul Oakley, who runs Tiny Mighty Communications, a Nashville, Tenn., strategic communications consultancy.