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.

	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

 

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