Building Block Course. What to Ask Your Financial Advisor: Fees, Benchmarking & More

Do you feel as if fees and services in the wealth management industry are opaque, jargon-heavy and complex? If yes, you are not alone. 

There is often a lack of transparency or clarity on fees, and wealth holders and investors are left feeling uncertain about the amount they are paying, and what they're paying for. Likewise, clients are often unclear about their portfolio’s performance, how it is measured and how it compares to other portfolios. This results in a lack of confidence that can lead to apathy or disinterest in the wealth management process, and ultimately wasted resources or suboptimal investment decisions. CLICK READ MORE.

The Beam team is delighted to announce that we have created a novel, first-of-its-kind course with expert instructors to equip you with the practical tools you need to find the information you need. We believe this course will add significant value to your wealth management…