When is the best time to talk about fees with a client?

Speaking with clients about fees early in a professional relationship is vital to building a successful long-term relationship, according to a research report from State Street Global Advisors and @ Wharton, which is affiliated with the Wharton Business School at the University of Pennsylvania. Presenting a concise, easy to follow structure as a normal course of business is one the key differentiators between successful and average financial advisors.
For more analysis on this important research, look out for part two of our three part series on Building Successful Client Relationships coming this Thursday.