Financial Advisor News & Information

Webinar Replay: A Conversation with Michael Kitces & Bill Bachrach

Written by Shannon Beck | Nov 18, 2021 7:25:06 PM

Earlier this month, we had the opportunity to sit down with industry experts Michael Kitces and Bill Bachrach for a conversation all about fee-for-service.

They discussed the benefits of fee-for-service (for both you and your clients), how to make the transition, how much to charge, how to manage and implement, and of course, how to locate, attract, and acquire clients that can afford your fee.

Click below to watch the webinar replay! 

 

Ready to try AdvicePay?