As fiduciaries, we want to always be 𝘁𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝘁 about the fees our clients are paying. 💸 People know fees are likely to be associated when working with a financial advisor, but their previous advisor, especially if it was a big-box firm, may not have been upfront about what they were charging. But, there are certainly ways to address this topic that work better than others! 𝘼𝙇𝙒𝘼𝙔𝙎 𝗯𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲𝗶𝗿 𝗰𝗼𝗻𝗰𝗲𝗿𝗻𝘀. 👥 As Richard Pelletier with The Help to Retire Group points out, this partnership is about 𝘁𝗵𝗲 𝘃𝗮𝗹𝘂𝗲 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗽𝗿𝗼𝘃𝗶𝗱𝗲 for your client's portfolio and their financial futures! Want to learn more? Give our team a call at (𝟴𝟲𝟲) 𝟮𝟳𝟱-𝟯𝟯𝟰𝟱! 📞 #salesprocess #financialadvisors #hiddenfees
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