A couple of issues ago, my Inside Information newsletter talked about the new Four Factor client service model--NOT the four-factors of investment return you find in the academic literature, but four components of the financial planning service that advisors will offer in the future.  Only one of them is investment management, even though, today, investment management seems to get the bulk of attention.

One of the points of the article was that the time and energy that the advisor focuses on the client produces far more terminal wealth for that client than anything you can get from the traditional investment management services. 

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access