To watch the full video of Lois Basil at the FPA Conference,
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Video Credit: Impact Communications
ACP member Lois Basil talks about working with clients on a flat fee / retainer model and how she provides tax-focused, holistic financial planning services on a commission-free basis. She shares how the Alliance of Comprehensive Planners (ACP) works to support independently owned and operated RIAs like hers and says that being a woman-owned firm has helped attract clients. Recorded live at the FPA annual conference at the Hyatt Regency Chicago, Sept. 2018 by AssetTV