(Please scroll down the page to view or download the video.) Deciding which compensation method you will use in your financial planning practice can be difficult. You need to be fairly compensated for what you do, and your compensation method needs to reinforce the experience you are creating for your client. Does your compensation method: • Align your compensation with the value you provide to your financial planning client? • Invite deeper and longer-lasting client relationships? • Minimize conflicts of interest? • Stabilize and protect your revenue year after year? These are just some of the issues to be discussed during this informative webinar from Chip, an Alliance of Cambridge Advisors (ACA) member and a CERTIFIED FINANCIAL PLANNER ™. ACA members are experienced comprehensive financial planning practitioners who are proponents of the retainer model.
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