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… Read More
Fee-for-Service Financial Planning: A Conversation with Michael Kitces & Bill Bachrach
Are you ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects? Join financial services industry experts Michael Kitces and Bill Bachrach for a 30-minute conversation all about fee-for-service. Register now for this Nov. 3 special free event: https://youradvisorroadmap.lpages.co/fee-for-service/ You’ll learn the… Read More
“Values-Based Financial Planning” Business Development Process with Michael Kitces and Bill Bachrach
Check out Michael Kitces’ 241st episode of the Financial Advisor Success Podcast with Bill Bachrach, by going to https://www.kitces.com/blog/bill-bachrach-values-based-financial-planning-script-advisor-roadmap/. Be certain to listen to the end, where Bill shares his recommendations for helping prospects more concretely identify and define their goals, with not just the name, target date, and cost, but also the emotionally compelling words… Read More