Expanded Services and Fee Options Create More Business Now…and Later

May 21, 2018 / By Debra Taylor, CPA/PFS, JD, CDFA
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Charging clients through the old-fashioned asset-based model doesn’t work so well in today’s changing industry. AUM fees shut out all investors but established high-net-worth delegators. Yet creating additional ways to charge for planning services generates income now and creates a robust pipeline of future opportunities.

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