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Help clients understand how you’re paid


Your clients come to you for financial advice, but they may not fully understand how you’re paid.

Use this Article to explain the differences between commission and fee-only.

If you’re unsure how to bring up the discussion, send clients one of these Client Letters, which cover both Commission and Fee-Only compensation.

Then, use these Conversation Starters to get clients talking.

Keep this Planner handy during the discussion. It’s full of tips to ensure clients leave your office informed, instead of overwhelmed.

We also provide answers to common questions about Commission and Fee-Only structures. And, this planner will help illustrate more key details on the cost of investments and advice.

Before clients leave, walk through this Checklist.

Also check out these articles:

How you pay for mutual funds

ETF cost structures

How ETFs are priced

How should you measure investment performance?

The process of active management

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