The Online Resource for Financial
Advisors Going Fee-based

2 Questions to Ask Yourself before Going Fee-Based


As you evaluate the opportunity to transition to a fee-based practice and all of the benefits that it may afford you and your clients, we suggest taking a step back and determining what you really want to accomplish before you get started.

It makes sense that any time you make a change to your business, you need to have a good plan. And, all good plans start by asking first “Why?” and then “How?” [Read more…]