We completely cover the whys and hows of a fee practice and why it make's sense for you and your clients. Over three days this course explains:
* Offering a full-suite of services
* How to sell comprehensive wealth management
* When and how to charge various kinds of fees
* How to price your services
* Business planning
* Practice management issues
* Overcoming the most common obstacles to a transition
* Implementing the transition to fees
The course progression from simple to sophisticated is comprehensive and includes many useful charts, exercises, tips, and techniques.
For more information visit: http://www.tofeeornottofee.com/workshop.html [1].