11 adviser predictions from the Future of Our Business
“Most, if not all, client meetings will be virtual. My fee calculation will not be AUM. I will add another associate planner.”
— Erik Milam, partner, TrustCore Financial Services (2014)
“Most, if not all, client meetings will be virtual. My fee calculation will not be AUM. I will add another associate planner.”
— Erik Milam, partner, TrustCore Financial Services (2014)