Fee Model Solutions
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To Fee or Not to Fee!
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To Fee or Not to Fee II
How to design a fee financial advisory practice (2nd edition)
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.
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Not So Recent Comments
“Marc Lamontagne lays out the pros and cons of designing and moving into a fee-based financial advisory practice."
-Ellen Roseman, Toronto Star