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