It’s Not Just About The Fees

As an advisor, you can have a positive impact on the investment outcomes of your clients. When they start investing, clients may have many questions related to fees. Sure, fees are a factor in an investment portfolio, but they are not the only one to keep in mind when it comes to reaching your retirement goal.  Marketing campaigns about “retiring 30% richer” that focus entirely on fees can lead clients to overlook the impact of these other factors that determine ultimate investment success.

In the end, the most important measure of a portfolio’s success is the overall investment outcome. Thinking that the only way to “retire richer” is through lower fees may prove to be an overly simplified approach.

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It’s not just about the fees