AdvicePay Financial Advisor Community Blog

How to Justify the Fee-For-Service Model to Clients

July 30, 2020 By: Honor Randall

As fee-for-service financial planning continues to be a growing trend in the financial industry, it’s hard not to compare it to Assets Under Management (AUM), especially when working with pre-retirees and retirees. While AUM is based on growing and...

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Topics: Practice Management, Fee-For-Service