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Sinopsis
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 come. Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business. They also walk through how to design the model that works for the exact type of client you want to serve, transition away from your old fee structure to the new model, communicate your value to prospects and current clients, and leverage technology to deliver your services efficiently. This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients.
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Reseña del editor
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 come. Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business. They also walk through how to design the model that works for the exact type of client you want to serve, transition away from your old fee structure to the new model, communicate your value to prospects and current clients, and leverage technology to deliver your services efficiently. This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients.
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The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Paperback
Librería: ThriftBooks-Reno, Reno, NV, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0692769714I2N00
Cantidad disponible: 1 disponibles
Imagen de archivo
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Paperback
Librería: ThriftBooks-Dallas, Dallas, TX, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0692769714I2N00
Cantidad disponible: 1 disponibles
Imagen de archivo
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Paperback
Librería: ThriftBooks-Atlanta, AUSTELL, GA, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: Very Good. No Jacket. Former library book; May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0692769714I4N10
Cantidad disponible: 1 disponibles
Imagen de archivo
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Paperback
Librería: ThriftBooks-Dallas, Dallas, TX, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: Very Good. No Jacket. May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0692769714I4N00
Cantidad disponible: 1 disponibles
Imagen de archivo
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Paperback
Librería: ThriftBooks-Atlanta, AUSTELL, GA, Estados Unidos de America
Calificación del vendedor: 5 de 5 estrellas
Paperback. Condición: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Nº de ref. del artículo: G0692769714I2N00
Cantidad disponible: 1 disponibles
Imagen de archivo
The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Tapa blanda
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The Monthly Retainer Model in
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Tapa blanda
Librería: World of Books (was SecondSale), Montgomery, IL, Estados Unidos de America
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The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
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The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
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The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm
Publicado por
XY Planning Network, 2016
ISBN 10: 0692769714
ISBN 13: 9780692769713
Antiguo o usado
Tapa blanda
Librería: Goodwill, Brooklyn Park, MN, Estados Unidos de America
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Condición: very_good. Item may have minor cosmetic defects such as marks, wears, cuts, bends, or crushes on the cover, spine, pages, or dust cover. Shrink wrap, dust covers, or boxed set case may be missing. Item may contain remainder marks on outside edges, which should be noted in listing comments. Item may be missing bundled media. Nº de ref. del artículo: 2Y6U1A000TH7_ns
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