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ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine

  
ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine, read the full article here.
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An excellent article, Steve -- this is the first time I realized "the rest of the story!"  I will  share this with AUM planners I know who are open to other approaches...it is the best explanation I have read that explains clearly why all your AUM clients decided to switch to the ACP Retainer!  Thanks for sharing.  Look forward to seeing you in Atlanta...