Download Our Advisor Business Plan

Advisor Business Plan

There is a big need in the industry for investors to be able to access financial planning services, as most Americans have little saved. That's where the need for a new business model for advisors comes into play – the fee-for-service model.

This advisor business plan will provide the step by step approach to developing and designing a fee-for-service practice, expanding your ability to serve more people and grow your business.

Inside you'll find: 

• Calculating financial planning fees
• Charging for fee-for-service
• Finding the best client fit
• Compliance
• And more!