Setting the stage for a sequence of appointments and variety of fees

While traditional financial planning services generate revenue primarily from commissions and investment management fees, incorporating recurring flat fees for financial planning into your model can benefit you, your business and clients. MacLean discusses how his firm made the move to fees and provides useful insights on the process and scalability of building a financial planning team. You will learn how to position this service and fee model to new and existing clients, reinvent your firm as an industry leader and stay ahead of your competition.