ACP President, Chris Wentzien, wrote a byline article for NAPFA Advisor, “Why one NAPFA member uses a retainer fee model.”

  
ACP President, Chris Wentzien, CPA/PFS, CFP, MBA, of Natural Bridges Financial Advisors, a financial planner and NAPFA Member who works on a fee-only retainer-basis using methodology he learned and adopted through the Alliance of Comprehensive Planners (ACP), wrote an article for NAPFA Advisor Magazine entitled “Why one NAPFA member uses a retainer fee model.” Wentzien says that within the ACP membership, "we don't see a decline in revenues among our member firms and many of them are bringing in new clients" even in these challenging times. He explains how a retainer business model and the ACP methodology, which includes something called "Functional Asset Allocation" and embraces a tax-focused, holistic financial planning approach, helps with niche marketing. He provides client examples where using the retainer model was advantageous to clients.  Read the article: https://bit.ly/3jTZHVC
0 comments
5 views

Permalink