Author: Kenneth Aulbach
Posted by Kenneth Aulbach | Jul 26, 2018
To successfully convert transaction-based accounts to fee-based accounts requires a belief on the part of the investment professional that a conversion benefits their clients. Without that belief, no financial advisor can or should convert their book of business.
Posted by Kenneth Aulbach | Mar 6, 2018
In a recent paper, “Safe Withdrawal Rates: A Guide for Early Retirees,” its author confirmed the conclusion that a 4 percent withdrawal rate from a 50/50 portfolio had a success probability of 95 percent after 30 years. Want to know more? Read this post!Read More
- An Irish Proverb: You’ll Never Plow a Field by Turning it Over in Your Mind posted on September 4, 2016
- Protect Clients with a “Trusted Contact” posted on May 7, 2019
- Simple Steps for Social Networking Success posted on January 20, 2017