The changing fee landscape
This module, “The changing fee landscape,” provides a detailed look at current research and share insight on fee trends. Review the financial planning approaches and fee model of highly successful advisors who provide comprehensive financial planning as a core client deliverable. Gain a comprehensive view of the prevailing financial planning fee models: assets under management fees, flat fees, hourly fees, subscription fees, and hybrids. Leverage this knowledge of the mechanics and trade-offs for various financial planning fee models so that you may adopt the approach or approaches that best suits your practice, clients, and prospects.
PRESENTATION SLIDES
The changing fee landscape
Access the full presentation and speaker notes.
GUIDE
Guide to financial planning fees
Take a deep dive into the current industry landscape on fee models and fee trends. Use the comprehensive "Guide to financial planning fees" to help you strategically think through your pricing structure and consider whether you need to embrace different fee models in order to help future-proof your practice.
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