The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm

by Michael Kitces, Alan Moore, Michael E. Kitces, et al.

Book Overview

The financial advice industry is changing. The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models, making it feasible to profitably serve the next generation of clients for years to come. Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business...

• Format: Paperback
• Language: English
• ISBN: 0692769714
• ISBN13: 9780692769713
• Release Date: August 2016
• Publisher: XY Planning Network
• Length: 112 Pages
• Weight: 0.34 lbs.
• Dimensions: 8.0" x 0.3" x 5.0"