The changing fee landscape
The changing fee landscape will provide a detailed look at current research and share insights on fee trends. We will review the financial planning approaches and fee models of highly-successful advisors who provide comprehensive financial planning as a core client deliverable. Financial professionals will receive a comprehensive view of the prevailing financial planning fee models: AUM offset, flat fees, hourly fees, subscription fees, and hybrids. The goal of this session is to arm advisors with the knowledge of the mechanics and trade-offs for various financial planning fee models so that they may adopt the approach or approaches that best suit their practice, clients, and prospects.
For financial professional use only
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