Historically, financial advisory firms faced significant challenges in implementing and scaling fee-for-service financial planning due to the complexities of management and compliance associated with fee-for-service billing. This limitation resulted in...
Sean Fannon
Sean is a Relationship Manager and enjoys helping clients implement or expand their fee-for-service business! Sean graduated from Montana State University (#GoCats!) in Business Marketing and went on to support CPG and CE clients at retail before bringing his skills to the AdvicePay team. When Sean isn’t meeting with our clients, you can find him snowboarding, trying to keep his two children entertained, milling around the garden, or performing improv at Last Best Comedy downtown.