6 Steps to Building a Fee Based or Fee Only Business - InvestingChannel

6 Steps to Building a Fee Based or Fee Only Business

Author: Cambridge Investment Research

Many clients now prefer a holistic approach to financial planning that addresses many different aspects of wealth management, and are willing to pay a fee for these additional services. This consistent and gradual trend towards fees is likely to continue as financial professionals are seen as client partners in pursuit of long-term goals rather than transaction facilitators.

This white paper walks through six steps to transitioning to a fee based business from determining the services you will offer to moving the accounts.

Download it now and see how easily a fee based business can level-up your career, including benefits like:

  • Predictable income
  • Increased client loyalty
  • Staged retirement
  • Increased business value
  • Flexibility

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