Financial Services, Speaker and Coach

Talk To Your Clients

Recently I heard Steven G. Siegel, JD, LLM speak at a broker-dealer conference. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices, and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. His topic: The 2017 Tax Reform & Tax […]

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Pick One Pricing

Businesses hear some variation of this question many times daily: “What’s it cost?” First, any discussion of fees in advance of a conversation about value identifies you as a commodity. A good answer to steer the conversation begins with: “It depends…” When offering professional services, make certain you have a clear value offering. Take at […]

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The Robo’s Are Coming! The Robo’s Are Coming!

Ask yourself one simple question: Why are my services better than a Robo Advisor? Fidelity is launching a system designed for first-time investors between ages 25 and 45 in mind that recommends investments based upon the investor answering SIX QUESTIONS for less than 40 basis points. Vanguard’s platform is targeted to the advisor sweet-spot of […]

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