One of the most common dilemma's for financial advisers is how to make a transition from purely commission-based remuneration to generating fee-paying work.
There are several critical decision points for the adviser to work through when considering how to do it. Most importantly though, you need a framework or process to explain your methodology to clients in a way that makes sense to them, and gives them confidence that your business approach is in their best interests. I shall explain how to do that in detail shortly.
To see (or download) a graphic explaining this process to clients, click on
or go to
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