You're A Financial Planner; Now What?
Subscription Fees: The Opportunities and the Pitfalls
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:00:00
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Sinopse
Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life? To find out, Hannah Moore, CFP®, sat down with three planners from around the country who provide different types of subscription services through their firms.
