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    Fee Model Solutions

     

    Transition Workshop!

     

    September 25 to 27, 2010 Banff, AB

     

     

     

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    Welcome to

     

    To Fee or Not to Fee!

     

Fee Model Solutions

Transition Workshop

Earn 19 CE Credits

This workshop will guide you through the whys and hows of the fee model and explain why it makes sense for you and your clients. You’ll have the opportunity to interact personally with Marc Lamontagne, a practicing fee-based financial advisor, and guest lecturers who have been charging fees for over a decade. They’ll share the tips and tools of fee advisors, answer your questions and give you practical advice directly applicable to your practice. Plus, you’ll leave with a copy of the Fee Model Solutions Workbook which includes useful templates, exercises and techniques.

Over two and a half days this course explains:

    • How to price financial services
    • When and how to charge various kinds of fees
    • How to design wealth management services that clients will pay for
    • Business planning
    • Practice management issues
    • Implementing the transition to fees
    • Overcoming the most common obstacles to a transition
    • Fee advisors' best practices

How you benefit

This workshop is designed to help you see an immediate increase in the ease with which fees can be asked for and received from your clients.

We teach you how to build a stable revenue platform so that you can offer better service to your clients.

The course progression from simple to sophisticated is comprehensive and includes many useful templates, exercises, tips, and techniques.

 

Read the workshop review by The CCH Financial Planner Newsletter
 
 

Registration Details


A PayPal account is not required in order to use the PayPal registration system.

 

Niagara  Falls

Banff

DATE June 11 - 13, 2010 September 25 - 27, 2010
AGENDA flyer flyer
PLEASE NOTE Final workshop day finishes at noon prior to the start of the CIFPs Conference First day start time is 1:00 PM following the end of the IAFP Symposium
LOCATION Crowne Plaza Niagara Falls The Rimrock Resort Hotel
MAP click here click here
 

 TUITION DEADLINE   

 TUITION DEADLINE   

$675 Early Bird Price May 11, 2010 August 25, 2010
$795 Regular Price June 11, 2010 September 25, 2010
REGISTER HERE  
Register for the adjacent conference or symposium and receive a further $180 discount CIFPs Conference Attendee Registration IAFP Symposium Attendee Registration

 

Click here to Register by Mail

 

Workshop Information

The Fee Model Solutions workshop has been developed over years of practical experience and research into the fee model.

 

Email Updates

Keep in touch with our workshop and survey announcements.

Click Here

Testimonials

“The workshop was very interactive and Marc was very open to clarifying questions and providing additional context."

-David Cusson, CFA, CIM, FCSI, Integral Wealth Securities Limited

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