Service Fee Options for Today and Tomorrow
May 12, 2021
1pm – 2pm EDT
Together we will explore how successful advisors charge service fees, we will look at the benefits of each option and discuss how to present your fees when working with a client. Whether you currently charge fees, are considering charging fees, or need to change how you charge fees, this session will allow you to explore different ideas, options and considerations for creating (or tweaking) a realistic and effective program.
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