home

Fee Model Solutions

Transition Workshop!

September 25 to 27, 2010 Banff, AB
Fee Model Solutions

Transition Workshop!

June 11 to 13, 2010 Niagara Falls, ON
     2010 Fee Advisor Survey



       March 15 to April 15, 2010

Please join us

September 25 to 27, 2010 workshop in Banff

Marc Lamontagne, CFP, R.F.P., FMA will guide you through the whys and hows of the fee model and explain why it makes sense for you and your clients. You’ll have the opportunity to interact personally with Marc, a practicing fee-based financial advisor, and guest lecturers who have been charging fees for over a decade. They’ll share the tips and tools of fee advisors, answer your questions and give you practical advice directly applicable to your practice. Plus, you’ll leave with a copy of the Fee Model Solutions Workbook which includes useful templates, exercises and techniques.

2010 advisor survey report

See the results of To Fee or Not to Fee's analysis of the Fee vs. Commission models as well as the fee advisor benchmark report.

Access to the compiled survey results is also available.

What we offer

To Fee or Not to Fee has a variety of print, seminar, and workshop materials to meet your personal or corporate training needs on the delivery of fee-based and fee-for-service financial advice.

Articles by us

The trailer fee compensation model is making inroads - And why that might be a bad thing.

Over the years there have been numerous debates about whether trailers should be considered a fee or a commission.

Partners

Email Updates

Keep in touch with our workshop and survey announcements.

Testimonials

“The Fee Model Solutions workshop is well delivered and well researched. I really enjoyed the input from the other participants to hear their questions, concerns, and what works for them."

-Barb Malone, The Callery Group