FREE TRAINING FOR FINANCIAL ADVISORS
FEE-FOR-SERVICE FINANCIAL PLANNING:
A CONVERSATION WITH
MICHAEL KITCES & BILL BACHRACH
GO BEYOND AUM
Are you ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects?
Join financial services industry experts Michael Kitces and Bill Bachrach for a 30-minute conversation all about fee-for-service.
You'll learn the benefits of fee-for-service (For both you and your clients), how to make the transition, how much to charge, how to manage and implement, and of course, how to locate, attract, and acquire clients that can afford your fee.
There will also be 30 minutes of open Q & A time where you can ask Michael and Bill anything!
Discover the Answers to 5 Vital Questions:
IS FEE-FOR-SERVICE BENEFICIAL
How is it beneficial, for both advisor and client, for the advisor to get paid a flat fee-for-service?
TRANSITION TO FEE-FOR-SERVICE
How do advisors make the transition to charging a fee-for-service?
HOW TO SET THE FEE & COLLECT
How should advisors set their fee for clients and how should they collect their fee?
WHAT DO ADVISORS DO WHO CHARGE FEES
What exactly do financial advisors do for their clients when they charge a fee-for-service?
ATTRACT & ACQUIRE
How do advisors locate, attract, and acquire clients that will pay their fee?
"Today, financial planning is further evolving to an advice-centric, relationship-focused practice, independent of either the products to be implemented or the assets to be managed. However, the way that advisors charge for such financial advice requires serious contemplation."
— Michael Kitces
Michael Kitces, CFP®
Michael is a nationally recognized expert and thought leader in the financial planning industry and is one of the co-founders at AdvicePay.
He launched an advanced educational newsletter for financial planners called “The Kitces Report”, and manages his blog, Nerd’s Eye View, which reaches more than 100,000 financial advisors per month.
Michael's 'WHY' is to study, analyze, and be engaged in a process of continuous learning, and then share what he's learned as ideas, inspiration, and food for thought, that others can apply for themselves.
Bill Bachrach
After being a successful advisor himself by creating and implementing a process called Values-Based Financial Planning™, Bill Bachrach went on to be a trainer and coach for other financial advisors worldwide.
Since 1988 Bill Bachrach and his team have been helping financial advisors build their Ideal Business, with Ideal Clients, so they can live their Ideal Life.
For the last 21 years, Bill has led what is known as the Committed Advisor Mastermind Program.
In 2016, Bill and his team launched the AdvisorRoadmap™ Virtual Training Platform to ensure every single advisor in the world has access to this proven, repeatable process at an affordable price.
AdvisorRoadmap™ is Bill Bachrach's legacy to help advisors implement Values-Based Financial Planning™ and build their Ideal Business.
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