Instant Insights / Practice Management for Advisors

Advisors, here are tips and ideas for dealing with fees, getting into HSAs, using data sources for prospecting, and developing a win-win technique for sales.

Best Practices

How advisors can survive and thrive in a fee-conscious era

It may seem tough, but advisors are best served by viewing today's fee-conscious environment as an opportunity.

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Like shoppers on Black Friday, retirement plan sponsors are hunting for bargains on plan fees.

“Everyone wants to get the best retirement plan for the lowest possible fee,” said Konstantin Litovsky, founder and president of Litovsky Asset Management in Sarasota, Fla. “The big difference among plan sponsors is how knowledgeable they are regarding what’s good for their plan and what’s not, and how savvy they are about doing their own research and what’s available on the market.”

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