Asset based fees – a thing of the past
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- Published on 26/09/2012
- in Category News
Summary: Over 60% of today’s wealth customers expect to pay flat fees, yet the industry overwhelmingly charges asset based fees (only 11% feel this is appropriate). This was probably a more comfortable approach for advisers when transitioning from commission to fee based compensation and probably easy enough to rationalise to customers moving away from commissions […]
Read MoreDisagreeable, disorganised & transactional
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- Published on 26/09/2012
- in Category Customer Experience / News
“No business can thrive unless it has a clear idea of who its potential customers are. The Professional Planner/Customer Champion wealth segmentation project has identified the clients of the future.” Hit the link above to download and read the Professional Planner cover story on our segmentation study. Professional Planner July Issue – Segmentation Cover Story
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