Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach – Replay Available

Great news! The replay is now available for the webinar, Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach.

Click here to access the replay now!

If you are ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects you do not want to miss out on reviewing this conversation with Michael and Bill.

You’ll learn the benefits of fee-for-service (For both you and your clients), how to make the transition, how much to charge, how to manage and implement, and of course, how to locate, attract, and acquire clients that can afford your fee.

If you’re interested in learning more about Mastering Client Acquisition: Attract & Acquire More Ideal Clients, Click Here.

“Today, financial planning is further evolving to an advice-centric, relationship-focused practice, independent of either the products to be implemented or the assets to be managed. However, the way that advisors charge for such financial advice requires serious contemplation.” – Michael Kitces


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