Lisa Beilfuss

speaker

24 appearances 1 recordings 1 series first heard Oct 2018 last heard Oct 2018

Lisa Beilfuss’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · There's a Sale on Financial Advice · 15 Oct 2018 podcast

And sometimes they'll drop the rate to be competitive, but they won't necessarily advertise that to other clients.

So it's a pretty opaque business in certain ways, and that has made it easier to maintain fees.

That's true.

They're trying to go above and beyond and do more financial planning, knowing that the cost of asset allocation is not much.

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