This book is about improving the way you do business.

It provides a step-by-step, detailed version of what a fee-based financial advisory practice is all about.

I am not just talking about putting money into a fee-based wrap account and calling yourself a fee financial planner. You could simply do that, but I suggest a much more ambitious attitude.

What I describe in this book is a fundamental philosophical shift in how you value and approach your business. By the end of this book, you’ll have a better idea how to transform your business from a product-driven practice to a Personal Services Practice and get paid for it!

This book is for financial planners and advisors who want to offer a fee-based or fee-for-service alternative to their clients. It is written to provide you with a working knowledge of the necessary tools required to implement a transition to a fee financial advisory practice.

It’s also for existing fee-based practitioners who want to analyze, review, and update their service offering.