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
Do you feel like your business has plateaued or you are sick and tired of being sick and tired? Could it use a shot in the arm to make even more progress on your goals? Consider working with The Accountability Coach. I’m here to help you accelerate your results, so you can enjoy your ideal business and ideal life! Reach out today for your complimentary 30-minute consultation.
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