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Service Fee Options for Today and Tomorrow

May 12 @ 1:00 pm EDT - 2:00 pm EDT

Free

Presented by:
Connie Miller, CTIE – Vice-President of Business Development, Montecito Village Travel

DESCRIPTION:

Finding the right service fee structure for you is the goal of this session. Together we will explore how successful advisors charge service fees, we will look at the benefits of each option and discuss how to present your fees when working with a client. Whether you currently charge fees, are considering charging fees, or need to change how you charge fees, this session will allow you to explore different ideas, options and considerations for creating (or tweaking) a realistic and effective program.

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CEU2016
This session qualifies for 2 CEUs.

Details

Date:
May 12
Time:
1:00 pm EDT - 2:00 pm EDT
Cost:
Free
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