Perspective

Transition to a fee-based model

Advisor stories demonstrate how you can evolve your business in a new client world.

Key Takeaways
  • Client trends point to a desire for more than investment guidance. For more and more advisors, adopting a fee-based model may better align with the holistic approach and added value their clients are asking for: help in reaching their long-term goals.
  • Scaling your business may be easier with a fee-based model. With fee-based assets rising, moving to this model when it is appropriate for your clients may allow you to better plan your growth path and develop more predictable income over the long term.
  • Smart planning can help you efficiently manage this transition. Fundamental changes to your business model require a shift in where you spend your time and resources. However, smart planning for the effective implementation of technology and the client experience can make the move easier.
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Transition to a fee-based model
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