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.

 

Registration Details

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

	None Scheduled
DATE
AGENDA
LOCATION
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	TUITION DEADLINE	TUITION DEADLINE
$775 Early Bird Price
$995 Regular Price
REGISTER HERE

 

 

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