We have some
great keynote and half-day seminars. We
cover the key elements of a fee financial
advisory practice. Our To Fee or Not to
Fee
lead seminar explains what services to
offer; how to bundle your services; the
when's and
how's of charging various methods of fees;
practice management issues; and how to
approach the transition process.
Click here for details
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This is my
favorite course. We completely cover the
whys and hows of a fee practice and why it
might make sense for you and your clients.
The workshop progression from simple to
sophisticated is comprehensive and includes
many useful tips, exercises, templates, and
techniques. This workshop can be fully
customized in content and length.
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To Fee or Not
to Fee has a variety of print, seminar, and
workshop materials to meet your training needs
on the delivery of fee financial services.
Ideal for financial planners, investment
advisors, wealth managers, accountants,
investment counsellors, private bankers, and
para-planners. Material is available in print and audio CD
formats. counsellors,
private bankers, and para-d
Click here for
details |
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Broker-Dealers: Whether you are looking for
practice management advice on the delivery
of fee financial services or advisor training,
To Fee or Not to Fee has a wealth of
knowledge, research and experience to help.
Advisors:
We will soon be providing a customizable turnkey solution
to help you transition to a fee financial
advisory practice.
Click here for
contact details
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