I’m a casual NBA (American Basketball) fan and love to watch a few games whenever I’m in the US. I was on a skiing holiday in Utah in January and had the chance to see some NBA games in the right time zone. On Saturday 25th January I watched one …
Displaying 446 Posts categorized under Forward Thinking
Want to avoid a fee face-off? Here’s how.
Do you ever get resistance to the fees you’re trying to charge? I’m certain that everyone has faced-off with a ‘negotiator’ client more than a few times in their career. What should you do if you’re sitting across the table from one? Do you: Hang tough and tell them it’s …
The short and sweet guide to raising your fees
There are still plenty of advisers and firms that are looking to increase their fees. Despite what you read in the industry press, that includes firms still looking to move up to 1% of assets under management. It also includes firms moving away from asset-based fees, but needing to charge …
Sometimes it’s just too hard to do business
I flew to Sydney recently and experienced an epic fail from three (yes three) car rental companies. Here’s what happened. I had to fly to Australia recently at very short notice. In the rush to get on a flight I didn’t book a rental car to pick up at Sydney …
Get better, not bitter
I recently heard about an adviser who has called it quits and is leaving the profession. The reason? He was totally fed up with the barrage of regulation. For him, the fun had finally left the building. I get it. I’ve written about some of my concerns on the regulation …