Buckingham Strategic Partners: Charge What You're Worth
If you’re a Gen Xer like me, you likely watched the TV game show “The Price is Right” starring Bob Barker. In the show, a member of the audience was invited to “come on down” and compete for a place on stage. But to get there, they and five other guests had to guess the price of a featured item. As a fan of the show, I was horrible at guessing the amount. Fortunately, in the wealth management business, there’s some clear data on how to price one’s offering and how to charge for your services. In the words of Warren Buffet, “Price is what you pay. Value is what you get.”
Smartleaf Asset Management Unveils Household-Level Tax Management
Smartleaf Asset Management, LLC (“SAM”), the RIA subsidiary of Smartleaf, is now offering household-level outsourced portfolio personalization and tax optimization overlay services.