Financial Planners’ Retainer: A Compensation Model That Works | PFP learning library webcast archive
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Financial Planners’ Retainer: A Compensation Model That Works | PFP learning library webcast archive

1 year ago · 58 min watch

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Determining which compensation method you will use in your financial planning practice can be a difficult decision. You need to be fairly compensated for what you do, and your compensation method needs to reinforce the client experience you are creating.

Learn about two comprehensive financial planning practices operating under the retainer model and how they incorporate Life Planning, Tax Preparation and other services into their practices.

Learning objectives:

  • Understand how to align your compensation with the value you

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