Do we want to pay for this?
⬇️
No
⬇️
Deny authorization
⬇️
If customer dissatisfied, return to step one
Do we want to pay for this?
⬇️
No
⬇️
Deny authorization
⬇️
If customer dissatisfied, return to step one
Without mentioning names some of us are no doubt familiar with the slogan, "We only do well when our clients do well." But when advisors typically charge 1% of assets under management, they also do well when their clients do badly.
Without mentioning names some of us are no doubt familiar with the slogan, "We only do well when our clients do well." But when advisors typically charge 1% of assets under management, they also do well when their clients do badly.