Your Questions

Why does this workshop take two and half days?

To give you time to consider both the subtle and significant issues these sessions will raise for your practice.

A one hour keynote speech on the benefits of the fee model is nothing more than a "pep" rally on why fees are a good idea. On the other hand, if advisors truly want to learn a new way of doing business, they need practical experience in a multi-day workshop which includes guest lecturers and led by a practicing fee-based advisor. You have time to think, consider, and ask the right questions to make the workshop that much more valuable.

Who should attend?

• IIROC and MFDA licenced advisors who want to transition their clients to a fee-based account;

• MFDA licenced advisors who want to introduce financial planning fees to new or existing clients;

• Fee-for-service advisors who want to improve their service offerings and fine-tune their fee schedule;

• Accountants who want to offer wealth management services to their clients;

• Training managers from mid to large-sized firms who want to participate in a workshop on fee-based financial services;

• Fee-based account champions who want to learn all the compelling details.

How do I know if this course is right for me?

Recent Comments

"Marc has clearly put a great deal of time into studying the financial planning marketplace. His material is interesting, useful, and well presented. Any advisor who's thinking about incorporating fees into his or her practice should certainly invest in this seminar."

-Andrew Rickard, CFP, freelance financial journalist