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1 post in December 2018

How to Transition from a Commission-Based to Fee-Based Advisory Firm

December 11, 2018

Beyond the headache of the transition itself, there are very few reasons not to shift your clients to a fee-based advisory model. The conversation has shifted. Instead of evaluating whether a fee-based billing and service model is right for their practice, most advisors are thinking about the best way to manage the change experienced by…

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