AdvicePay Financial Advisor Community Blog

How to Generate 5-Figure Flat Fees for Service: A Conversation with Michael Kitces & Bill Bachrach

March 14, 2022 By Shannon Beck
Shannon Beck

Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.

During this what-to-do and how-to-do-it online training, they talked about how to generate 5-figure flat fees for your service, and how to deliver 5-figure flat fee value to your clients.

Click below to watch the webinar replay! 


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Posted by Shannon Beck

In her role, Shannon oversees all aspects of AdvicePay’s marketing and brand communications. Her experience in marketing for continuing education and tech companies means that she’s both a learner and a teacher through her work. When she’s not using her creative skills to help folks learn about AdvicePay and how to get the most out of it, you can find her kayaking, camping, and trying out new recipes with her husband. Born in Baltimore, she’s still an avid Raven’s fan, cheering from Montana.

Topics: Practice Management, Fee-For-Service, Client Relationships