The 3 Different Types of Clients and 5 Fee Arrangements Your Firm Should Offer to Capture Them

Jun 17, 2019 / By Debra Taylor, CPA/PFS, JD, CDFA
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In the contemporary financial services landscape, growth-seeking advisors must go beyond the old AUM model, which simply doesn’t appeal to enough clients anymore. It’s a clear question of supply and demand.

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