Five Steps to Launching Your Fee-for-Service Business
Whether you are just starting a financial advising business or you’ve been at it for decades, you’ve probably thought about launching a fee-for-service business model. Demand for financial planning services is growing and three out of four advisors now charge a planning fee. The fee-for-service model is enticing in its simplicity, flexibility, and personalized approach, but it is different from the traditional AUM-fee model in important ways. With the right tools and technology in place, you can launch a successful fee-for-service business.
Download our guide, "Five Steps to Launching Your Fee-for-Service Business" to get started now!
Inside this guide, you'll find:
- Client persona worksheet
- Defining your ongoing business model
- Client services calendar
- How to structure and establish your pricing
- Crafting a scalable billing process
- And more!
