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ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine
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ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine,
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Bert Whitehead, MBA, JD
05-03-2021 04:44 PM
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...
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