The Financial Advisor-Client Relationship
This whitepaper with associated webcast and podcast (requires free registration) by State Street Global Advisors and Knowledge@Wharton explores key elements of trust in the advising relationship. Jim offers commentary on the research findings plus a down-to-earth set of recommendations about the highly-charged area of fee discussions, an area where many advisors fall short.
State Street International Re-issue
State Street Global Advisors has updated and reissued its industry-leading 2007 monograph Bridging the Trust Divide in the Australian financial planning market, with commentary by several prominent Australian advisors. Jim’s seminal work on conducting skillful fee discussions remains a core part of the conclusions and recommendations.