The Monthly Retainer Model in Financial Planning: What It Is, How It Works, & How to Implement It in Your Firm by Kali Hawlk, Michael E. Kitces, Alan Moore

The Monthly Retainer Model in Financial Planning: What It Is, How It Works, & How to Implement It in Your Firm

Kali Hawlk, Michael E. Kitces, Alan Moore

missing page info Add in missing page information • first pub 2016 (editions)

nonfiction business informative medium-paced
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The financial advice industry is changing. The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models, making it feasible to profitably serve the next generation of clients for years to co...

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