Guided Tutorial: How to Launch Fee-for-Service
One of the most significant trends in financial services today is the rapid growth of the fee-for-service financial planning model. This model allows financial professionals to engage high-income, but low-asset households not served by the traditional AUM-based model, earn revenue while demonstrating the firm’s planning capabilities and earning client trust, and decouple revenue from the unpredictable volatility of the stock market.
Your firm recognizes the benefits of the fee-for-service model but may have not taken the steps to implement it in your firm, or you just don’t know where to start.
Register for our new guided tutorial as industry expert Bill Winterberg, CFP®, walks you through how to launch your first fee-for-service engagement! We will provide you with step-by-step resources for developing and integrating fee-for-service offerings into your business. When you enroll, you’ll receive access to easily digestible written content, on-demand videos, and worksheets.
In this course, you will learn how to:
- Identify which fee-for-service activities your firm will offer
- Identify the fees to charge for your services
- Identify and attract clients that are a good fit for fee-for-service engagements
- Collect revenue using an efficient, compliant, and secure payment platform
Fill out the form on this page and you'll receive access to on-demand materials!