Thanks so much for attending my presentation for the 2017 LINC Conference for TD Ameritrade!
Further Reading Materials:
- The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
- 3 Ways The Digital Age Will Change Financial Planning In The Next 10 Years
- Will Monthly Retainers Be The Next Big Business Model In Financial Planning?
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?