WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios.
Adri Miller-Heckman is a leading authority on women in the financial services industry. Adri is a highly passionate and motivational coach and speaker who’s edgy style and “out of the box” approach challenges women to step out of their comfort zone and fully engage their strengths as women. In her book Keys to the Ladies Room Adri provides a new business model based on a more purposeful process that accelerates business growth.