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Month: May 2017

Fiduciary VAs?

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The Other Side of the Equation

I hope by now you’ve seen my fee survey (if not, let me know and I’ll send you a new copy).  But Richard St. John, of St. John & Associates, raises an interesting question.  He notes that his firms fees are high, but he also believes the scope and depth of his services are also higher than average. Another advisor I talked with at the NAPFA Spring conference told me a client had said, basically, “all you do is manage my assets, and I think I shouldn’t have to pay as much as I do now.”  The advisor printed out…

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Coaching Personified

The power of coaching is fundamentally the unlocked, unchained power of human potential, and it was on full display during a weekend meeting of successful, standout advisors in, of all places, a Skagit Valley town called La Conner, Washington.  The event was hosted by coach/business consultant Tracy Beckes (http://www.tracybeckes.citymax.com/home.html), featuring a cocktail party and dinner at her home, a group dinner at a local gourmet restaurant and a boat tour of some of the most scenic water in America, dotted with islands large and small, including the San Juans, with occasional views of the mountains dominating the Olympic Peninsula.  These…

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Drug Habits

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