Fee Model Solutions
To Fee or Not to Fee!
contact us: (613) 240-8308 | firstname.lastname@example.org
Fee Model Solutions
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.
A PayPal account is not required in order to use the PayPal registration system.
|$775 Early Bird Price|
|$995 Regular Price|
The Fee Model Solutions workshop has been developed over years of practical experience and research into the fee model.
"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
“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