Scaling Fee-for-Service Into a Revenue Center for Your Enterprise: An AMA with Michael Kitces and Alan Moore
The fee-for-service business model is evolving rapidly and is one of the fastest-growing segments among financial institutions. This model allows your financial professionals to:
- Profitably engage Gen X and Gen Y households who don’t yet have investable assets
- Generate revenue for financial planning that’s historically been given away for free
- Establish a recurring revenue stream that is decoupled from stock market volatility
As co-founders of AdvicePay, Michael Kitces and Alan Moore are uniquely qualified to answer questions about this rapidly-growing business model. Michael’s extensive research across thousands of financial professionals, combined with Alan’s experience supporting dozens of institutions with the adoption and implementation of fee-for-service financial planning, offers insights and key takeaways you likely will not find anywhere else.
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