Brian Lampron, AIF

Brian Lampron, AIF®, is director, investment consulting services, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. An employee of the firm since 2005, Brian currently ensures that our Investment Consulting Services (ICS) group provides affiliated advisors with comprehensive solutions to their investment-related questions. Under his direction, ICS assists advisors with mutual funds, ETFs, asset allocation, approved advisory platforms—including our Preferred Portfolio Services® program—and overall case design. He received his BS in accounting from Bentley University.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

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Recent Posts

Finding Your Fee: How to Price Wealth Management Services

5 Steps to Navigating the Fee Conversation with Clients

Tips to Fine-Tune Your Client Acquisition Process

Streamline Your Advisory Business with These 4 Best Practices

Mitigate the Effects of Fee Compression with These 4 Best Practices

Finding Your Fee: How to Price Wealth Management Services

Posted by Brian Lampron, AIF

November 8, 2016 at 10:00 AM

Given changing regulations and increased competition from both robo-advisors and enterprise firms, investment management fees continue to come under pressure. As a result, many of you may be charging—or considering charging—fees for wealth management services. Should you base this decision on what your peers are charging? If you do, you may find yourself on the lower end of the totem pole, even if your services are “worth” more.

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Topics: Pricing Your Business

5 Steps to Navigating the Fee Conversation with Clients

Posted by Brian Lampron, AIF

October 7, 2015 at 1:30 PM

Recently, an advisor e-mailed me that one of his good clients questioned his practice's advisory fee. The advisor was caught off guard and found he was unsure how to handle this conversation. Sound familiar? In fact, for many advisors, navigating the fee conversation with clients can be surprisingly difficult.

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Topics: Pricing Your Business

Tips to Fine-Tune Your Client Acquisition Process

Posted by Brian Lampron, AIF

October 29, 2014 at 1:30 PM

Current industry research suggests that the majority of higher-net-worth investors already have an advisor and are fairly satisfied with his or her services. This means that to gain new clients, you need to have a value-add that makes potential clients see you as someone different—and better.

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Topics: Financial Planning

Streamline Your Advisory Business with These 4 Best Practices

Posted by Brian Lampron, AIF

October 28, 2014 at 10:00 AM

Certain efficiency-promoting processes can enable you to add new clients without adding a significant amount of management time, cost, or work to your practice. Sounds great, right?

To determine the right processes to streamline your advisory business, I suggest implementing the following four best practices. All advisory firms can benefit from these methods, but they're especially vital if your practice is growing.

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Topics: Asset Management & Investing

Mitigate the Effects of Fee Compression with These 4 Best Practices

Posted by Brian Lampron, AIF

July 1, 2014 at 10:00 AM

Advisors often associate the idea of fee compression with a reduction in their AUM fees. If you haven't changed your fee percentage in years, you may assume that this isn't a threat to your profitability. But the reality is that the potential for fee compression exists in many aspects of your business. It can manifest itself from the types of clients you work with, your time management habits, and whether or not you outsource or delegate certain tasks.

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Topics: Pricing Your Business

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