What advisers can learn from airlines

05/29/2014 | Nerd's Eye View blog

In this column, financial blogger Michael Kitces discusses how financial planners can use lessons from airlines' loyalty programs and pricing models in their own practices. He observes that not every client has to be equally profitable, and he notes that the value of a service is not necessarily determined by what you pay a fee for. He suggests offering standard service tiers and letting clients choose.

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