Steve Conley: Agent or planner? Theres an important change and you may costs should echo one to

Steve Conley: Agent or planner? Theres an important change and you may costs should echo one to

We’ve got read throughout the latest lingering advice charge reviews and you may old age money information analysis you cannot charge economic think dating costs whenever offering purely transactional economic recommendations characteristics. The difference in the 2 became clear to any or all.

1) New agent rarely asks just what intent behind the money try.

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