Sentences with phrase «clients about the fees»

Because of that, I started talking to my clients about fees from the first meeting, and we continued to talk about fees throughout the case.

Rather than wasting time and energy being angry or fighting this particular client about the fee, perhaps that energy would be better directed toward making your policies, engagement agreement and instructions to clients more clear in order to avoid such problems in the future.

We should strive to do a better job communicating with clients about the fees upfront.

Not exact matches

The company will begin bankruptcy proceedings, it said, after losing clients and facing mounting legal fees resulting from the scandal over reports the company harvested personal data about millions of Facebook users beginning in 2014.

McDonald attempts to answer a pair of key questions about McKinsey, and indeed about the business of consulting in general: whether the work it does for clients is worth the huge fees it charges, but also whether the work, on the whole, is of net benefit to the consultants.

Clients also incur the fee embedded in the cost of the ETFs owned, which averages about 0.17 per cent.

«Because we meet with the executives about their goals, we're in the perfect spot to match the client need with services that a partner of ours might be offering,» says Gordon, who estimates referral fees made up 10 % of her 2000 revenues.

«I'm seeing many clients who are apprehensive about taking transaction fees going forward,» said Lindsey Simon, founder of regulatory consultancy Simon Compliance.

Jim Connolly summarizes what every business owner needs to know about prices and fees: «Your prospective clients don't care that you need to earn X every month.

Included in that list: Identify investor needs and put those goals first, which is what the DOL fiduciary rule is about; develop and monitor a personal plan for each client, help clients through major life changes and be transparent about fees and expenses.

What Fisher likes about annuities is his annuity conversion program, which buys folks out of their annuity surrender fees if they become long - term clients.

Some brokers get excited about a deal and try to get it to a lender before any fee agreement in signed by their client.

Using detailed data from two large Canadian mutual fund dealers (accounting for about 5 % of their sector) for 3,276 Canadian financial advisors and their 488,263 clients, and returns and fees for 3,023 associated mutual funds, during January 1999 through December 2013, they find that:

While we have tracked via our previous research, the fees that these firms were charging their clients and their profit margins, this is the first comprehensive study about how and what firms charge their clients..

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A letter from the Inland Revenue dated 22 April 1994 to Arsenal's accountants raised concerns about evidence that ``... coaching staff have received payments or moneys... which have emanated from transfer fees paid by your client».

However, it is important to me that I be as flexible as possible with my fee to allow clients to choose me because they have a connection with me, without stressing about monetary concerns.

Provide potential clients with information about your services, fees, areas of expertise, and information about your training or certification.

The arrangement proved lucrative for all sides, with Weitz estimating Silver's clients collected about $ 20 million in «recoveries,» while Silver and the firm split about $ 10 million in legal fees.

We are upfront about our services — a quality, subscription based website, not completely free to our clients — we charge a fee.

Rockford, IL About Blog Savant Capital Management is an independent, fee - only wealth management firm helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals.

Minneapolis, Minnesota About Blog Flourish Wealth Management is an independent, fee - only, boutique wealth management firm that provides hands - on expertise focused solely on the best interest of each client.

Austin, TX About Blog I'm a Fee - Only CFP ® who provides affordable financial planning to clients in their 20s and 30s.

I inventory my members privately and the people for whom I'm working actively, my clients, pay me fees ranging from $ 495, for a consultation and one active search, and then $ 500 increments all the way up to about $ 6,800.

United States About Blog The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.

Just about every distributor has additional monthly fees, and most require an initial deposit for new clients.

I was just talking to someone who said his client did an EPUB of a nice trade book using Vook and the fee was about $ 200.

Amazon's download fee is 15 cents per megabyte which is several times even a pricey cell phone plan and about 100 times what Amazon charges clients for the equivalent AWS file download service.

About Us Fee - Only Financial Planning Our Team Contact Us Disclosures and Privacy Policy YouTube Channel Client Login

«No - fee chequing accounts were very big for PC Financial, which attracted about 1.5 million clients,» said David McVay, a banking industry consultant with McVay and Associates.

Dallas Payday Loans never wants our clients to worry about due dates or late fees, which is why we provide this service.

While commissions & fees are the most important factor investors consider when choosing an account, what it's like to be a client of a particular brokerage is also something many investors are often curious about.

Wrap Program Sponsor: A person or entity is a sponsor of a wrap fee program if he receives compensation for sponsoring, organizing, or administering the wrap fee program, selecting investment advisers in the program, or for giving advice to clients about selecting advisers in the program.

Orange, CA About Blog KIS Financial Planning, LLC is a boutique fee - only financial planning practice that provides financial advice and investment management services.We focuses on creating effective solutions to meet the various financial and investment needs of our clients.

We do think they could be a little clearer about the five - day period clients have to cancel without penalty, as well as the one - time work fee that is charged after work begins and is separate from the monthly service fee.

In the past, it was common for debt relief service to collect fees up front, in part to insure the client was serious about continuing with a debt plan, whether it was a settlement, a debt management or debt negotiation plan.

United States About Blog XY Planning Network is the leading organization of fee - only financial advisors dedicated to serving Gen X and Gen Y clients.

Red Bank, New Jersey 07701 About Blog Unique Financial Advisors is to help clients achieve financial security by providing Fee - Only Financial Planning services with a relentless focus on Personal Attention and Trust.

About Site - The XY Planning Network is the leading organization of fee - only financial advisors who are focused on working with Generation X and Generation Y clients.

There is a manageable number of choices (five) with the most important for most DIY investors (finding out about fees and getting in touch with client service) easily accessed from the top menu.

There are no minimums; clients have the option of paying a monthly fee, ranging from about $ 75 to $ 200.

The 10 - second take: What you need to know about how financial advisors are changing the way they do business as well as their fee structure — and why it's better for you as a client.

So often times that client is going to opt for bankruptcy because typically they're low income and they're not able to pay much more than just what a minimum fee bankruptcy would cost which is usually about $ 200 a month over a period of nine months but the odd time the consumer really wants to do a proposal, the age range is pretty dramatic.

Using detailed data from two large Canadian mutual fund dealers (accounting for about 5 % of their sector) for 3,276 Canadian financial advisors and their 488,263 clients, and returns and fees for 3,023 associated mutual funds, during January 1999 through December 2013, they find that:

At the heart of the confusion: disagreement over what signifies proper use of such common terms in the business as «fee - only» and «fee - based» — and whether some advisers and broker - dealers are forthright enough in their disclosures to clients about their compensation.

Total revenue, most of which is derived from management fees charged to clients, fell 5.5 % year over year, but rose about 2 % sequentially.

Believe it or not, there's a large number of advisors who don't know how to talk to clients about these two basic elements of investing — fees and returns.

While her fees vary according to client needs, Martin typically charges about $ 3,750 plus HST to prepare a comprehensive financial plan with a few years of follow - up monitoring and check - ins for a middle class couple with kids and reasonably straightforward planning needs.

• Independent Philosophy.docx - This two - page piece is about some of the advantages of working with an independent fee - only financial adviser, from the clients» point of view.

Just would like to sum up with this question to your fellow editor about a curious number (pardon the pun): Under the «NO foreign transaction fee» Marriott Rewards Premier Visa section recommending it, it reads «Out of the three cards, this is the only one that's seriously worth considering for everyday use» despite it being «one of only two» cards listed side by side that have «annual fees» after the first year (with Barb's choice the second one that loves charging 2.5 % «foreign transaction fees» upfront / from the start on all foreign transactions rebating «afterwards» as «reward points» statement all of them «except on returns and cash advances» where the fees remain); however this article shows «more than three cards» (though granted the Amazon.ca Visa is unavailable now for the new applicant plus the missing Mogo Visa is a prepaid one and whereas this year's (2017) new $ 149 annual fee HSBC Premier World Elite MC is exclusively for their premier clients only) so which «three cards» in that statement there would we talking about here?