Can your Advisor charge more than book price?

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I had a good discussion with a client about my last post, specifically about allowing your Advisors the discretion to discount.

He asked if he could apply the same methodology in reverse (his ...

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Be Careful What You Measure and Reward!

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As I talked about a couple weeks ago in the KPI discussion, you’ve got to measure. “If you can’t measure it, you can’t manage it.” Add ...

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