contact us: (613) 240-8308 | question@tofeeornottofee.com
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.
Recent Comments
-George Hartman, Investment Executive
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


2010 Fee Advisor Survey


