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The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
The Monthly Retainer Model in Financial Planning What It Is Why It Works and How to Implement It in Your Firm
Author: Alan Moore, Michael Kitces
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 ...  more »
ISBN-13: 9780692769713
ISBN-10: 0692769714
Publication Date: 8/16/2016
Pages: 112
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Publisher: XY Planning Network
Book Type: Paperback
Members Wishing: 0
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