Fee and Billing Strategies of Financial Planners
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Tuesday, February, 22 • ET • 60 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Chris Hastings
Co-Founder and Lead Architect
What You'll Learn
Chris Hastings, co-founder of Panoramix, will lead this review of the multiple methodologies that advisors can use for their fee billing. In addition to comparing and contrasting the various methods, Chris will offer insight as to the pros and cons of each method and how advisors can avoid…