Webcast: The Financial Planners’ Retainer: A Compensation Model That Works

September 24, 2019

Recording   |   Presentation Slides

Which compensation method you will use in your financial planning practice can be a difficult decision. You need to be fairly compensated for what you do, and your compensation method needs to reinforce the client experience you are creating.

Learn about two comprehensive financial planning practices operating under the retainer model and how they incorporate Life Planning, Tax Preparation and other services into their practices

Learning objectives:

  • Understand how to align your compensation with the value you provide to your clients
  • Explore how to build strong client relationships
  • Understand how to minimize conflicts of interest
  • Explore how to create year-round revenue streams