What's the best fee billing method for your clients AND your firm? This is the subject of endless debate, the regulators' favorite subject and ironically- the one that advisors would most like to avoid discussing with clients. Yet 60% of clients rank "clear and understandable fees" as their highest "want" in a financial advisor. Throw in the fact that clients expect complete personalization across their portfolio- from investments to communication to fees, today's advisor has endless options to consider when determining what fee structure is best.
In this webinar, former attorney and compliance consultant Lacey Shrum, CEO of SmartKX, will discuss the various fee structures available to advisors, factors to consider when determining what is best for your clients, your business and your operational team and how to execute your method efficiently and effectively.