Webinar: The Evolving Landscape of Fee Trends During COVID

Now is the time to charge fees. Host Agency Reviews' Founder, Steph Lee, will chat with three host agencies, taking a deep dive into the evolving landscape of charging fees.

Panelists will cover questions including: What is the advisor’s (additional) responsibility to clients when they charge fees? How do you transition into charging fees or change your existing model? Which fee models are the most successful.

The webinar will also cover the logistics of charging rebooking fees in light of COVID, provide examples of verbiage to effectively approach your clients about fees, and more.

Come join our conversation.