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02.22.2022 - Fees and Billing

Attendees Rating:

Excellent (76%)
Average (24%)
Below Average (0%)
Fee and Billing Strategies of Financial Planners
Presented by Chris Hastings,
Chris Hastings

Here are ideas that the attendees learned from Chris and Hans:

I liked the confirmation of why we should NOT use average daily balance billing.  Especially since we were considering that.  I also appreciate clarity on the PTE-2020-02 issue.  
Average vs daily balance billing basis
The new DOL rule was a bit of an eye-opener.
While there are different ways to bill clients, the adviser has to be pretty consistent. Otherwise, the clients may become confused, and therefore leave. And the regulators will want consistency, as well, for their own reasons.
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