How financial advisers should discuss their pay with clients
Whatever your business model, you'd better be prepared to disclose that compensation.
I consider you a member of the Secret Society of Real Financial Advisers. As a member, I assume you realize that your clients expect transparency when it comes to how you're paid. Based on that assumption, I think you need to be prepared to answer two questions:
1. How do clients pay for the service
Learn more about reprints and licensing for this article.