How to Charge Your Client a Flat Fee Without Making Anyone Unhappy

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in your practice.

Any questions? Send 'em in!

RELATED POSTS