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More than ever, advisors are reassessing how they charge for their services. Driven by the rising demand for plans – and everything from the commoditization of investment management to better technology – many are starting to separate financial planning from managing assets and charging for that service. Some are asking for an annual recurring or hourly fee, while others are experimenting with subscription services, usually paid monthly.
Ultimately, advisors need to be able to show clients they can create enough value to make the expenditure worth it. That means being specific—presenting clients and prospects with a structured calendar, laying out what services will be provided and when.
The articles in this eBook are designed to take the mystery out of going fee-only by providing tips for setting fees and examining how successful advisors charge for planning services.
Download this eBook for tips for setting fees and learn how successful advisors are charging for their planning services.
