How to design a fee financial advisory practice

This is a great half-day seminar. In two and a half hours, we cover the key elements of a fee financial advisory practice. This course explains:

• What services to offer

• How to bundle your services

• Practice management issues

• The when's and how's of charging various methods of fees

• How to mix and match fees

• How to approach the transition process.

For both advisors who have never charged a fee and those who have been fee-based for years, we cover the benefits and the industry trends.

Audio CD includes a PDF copy of the PowerPoint slides.

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