The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm - Softcover
Synopsis
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. They also walk through how to design the model that works for the exact type of client you want to serve, transition away from your old fee structure to the new model, communicate your value to prospects and current clients, and leverage technology to deliver your services efficiently. This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients.
"synopsis" may belong to another edition of this title.
Search results for The Monthly Retainer Model in Financial Planning: What...
Stock Image
The Monthly Retainer Model in
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Very Good. Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00093631962
Seller Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: Goodwill of Colorado, COLORADO SPRINGS, CO, U.S.A.
Seller rating 5 out of 5 stars
Condition: good. All pages and cover are intact. Dust jacket included if applicable, though it may be missing on hardcover editions. Spine and cover may show minor signs of wear including scuff marks, curls or bends to corners as well as cosmetic blemishes including stickers. Pages may contain limited notes or highlighting. "From the library of" labels may be present. Shrink wrap, dust covers, or boxed set packaging may be missing. Bundled media e.g., CDs, DVDs, access codes may not be included. Seller Inventory # COLV.0692769714.G
Seller Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: Greenworld Books, Arlington, TX, U.S.A.
Seller rating 5 out of 5 stars
Condition: good. Fast Free Shipping â" Good condition book with a firm cover and clean, readable pages. Shows normal use, including some light wear or limited notes highlighting, yet remains a dependable copy overall. Supplemental items like CDs or access codes may not be included. Seller Inventory # GWV.0692769714.G
Seller Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: Goodwill Books, Hillsboro, OR, U.S.A.
Seller rating 5 out of 5 stars
Condition: good. Signs of wear and consistent use. Seller Inventory # 3IIT4Q0049SO_ns
Stock Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Very Good. No Jacket. Former library book; May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0692769714I4N10
Stock Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: ThriftBooks-Dallas, Dallas, TX, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Good. No Jacket. Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0692769714I3N00
Stock Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0692769714I2N00
Stock Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: Better World Books, Mishawaka, IN, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Pages intact with minimal writing/highlighting. The binding may be loose and creased. Dust jackets/supplements are not included. Stock photo provided. Product includes identifying sticker. Better World Books: Buy Books. Do Good. Seller Inventory # 51423172-6
Stock Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: MyLibraryMarket, Waynesville, OH, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: New. my shelf location bn5-e-36*. Seller Inventory # 190618020
Stock Image
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Seller: Revaluation Books, Exeter, United Kingdom
Seller rating 5 out of 5 stars
Paperback. Condition: Brand New. 112 pages. 8.43x5.85x0.73 inches. In Stock. Seller Inventory # zk0692769714
Buy New
£ 34.37
£ 12.50 shipping
Ships from United Kingdom to U.S.A.
Ships from United Kingdom to U.S.A.
Quantity: 1 available