How To Realistically Set Your Fees - Part 5

Keep in mind, no matter how you raise fees, how you approach telling clients or amount of lead time you give them, you will lose some clients. This is a given. I have found over the years that a very high percentage of clients lost are those that I'm not crazy about working with anyway. It's worked out, for me anyway, that these former clients who complained the most about your fee increase, were responsible for 85-90% of the aggravation I encountered.

[More]

Real Estate Condo Crazy

This demand for condos has fooled many of us. With low rates of interest on home loans and plenty of money available... the logical expectation would be that instead of buying condos, buyers would move into the single family home market.

[More]

Steering Your Way To Wealth

Adviser-assisted investor: You work with your financial adviser to develop a plan and asset allocation and to select the assets to implement your plan. This can be done using a wide range of investments such as mutual funds. Together you decide when and what to buy but you benefit from the expertise of the professionals responsible for 'managing' the mutual funds.

[More]