Transforming your practice into a sustainable business is key to fueling future growth, creating alignment between founder and future advisors, and meeting the needs of trusting clients who need your advice–now more than ever.
During this free presentation, you’ll discover:
Over the last decade, the financial services profession has evolved from product-based to advice based. Through this shift, businesses have increasingly enjoyed recurring revenue from advice-based services, while compensation and business structures have largely stagnated around the product-based model.
FP Transitions is unaffiliated with AspireWealth Planners, Hornor, Townsend & Kent, LLC (HTK) Registered Investment Advisor, Member FINRA/SIPC, and The Penn Mutual Life Insurance Company.
Please Note that techniques presented are for educational purposes only and do not guarantee results. 2372070PH_Jan21
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