WHY GO FEE-BASED
The Online Resource for Financial
Advisors Going Fee-based
About the Site
Are You Fee-Worthy?
Webinar & Resources
Advice Pays—As Much as 2.9% per Year
Download: Fast Track Transition to Fee-Based
The Advisor Potentializer
Calculate Your Potential
Going Fee-Based: The 7 Investor Benefits
2 Powerful Questions to Successfully Kick Off Your Next Prospect Meeting
5 Key Investment Benefits of Going Fee-Based: One Advisor’s View
Going Fee-Based: The Top 5 Advisor Business Benefits
Download: 10 DOs and DON’Ts of Going Fee-Based
Are You Charging Too Little for Your Services?
4 Transition Myths Addressed
Got Questions or Ideas?
Submit them here
What is holding you back?
2 Questions to Ask Yourself before Going Fee-Based
5 Strategies for a Rising‐Rate Environment Revisited
3 Essential Tools to Help You Serve Fee-Based Clients
Advisor Insights from Meir Statman
Which business model is right for you?
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Talk to an expert on fee-based conversions to see if it is right for you and your clients.
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