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Soft Dollars are terminally ill….thankfully
By Tony Vidler, CFP CLU ChFC I’m calling it: Soft dollars for financial advisers as we know them today is officially “terminally ill”. Their death is not quite guaranteed, but the odds are very high that they shall die soon’ish… But I personally think they will die far faster than most expect. And thank God […]
by Tony Vidler What incentives are appropriate for encouraging clients to refer? Or to just call you to seek additional advice? Or to promote a particular concept or product? Why provide incentives at all? Surely if the product or the advice is good value in itself then no further incentive is needed? These […]