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The Financial Planners’ Retainer: A Compensation Model That Works 

10-18-2016 10:24

No one compensation model is perfect for every practice. We believe that the retainer is the future direction of professional compensation. Our experience suggests that the retainer model’s flexibility enables advisors to charge a fee that better reflects—and affirms for the client—the value of all the services the financial planning professional provides.” Derived from “The Financial Planners’ Retainer: A Reflection of Real Value,” white paper.

Dig deeper into the retainer model for compensation with our panelists, ACP members Ken Robinson, Practical Financial Planning, Jake Kuebler, Bluestem Financial Advisors, and Charles "Chip" Simon, Taconic Advisors.

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Uploaded - 10-18-2016
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