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!