Service Fee Options for Today and Tomorrow

Presented by:
Connie L. Miller, CTIE, VP of Business Development, Your Travel Center/Montecito Village Travel

Previously recorded, this special session, hosted by Connie L. Miller, CTIE, VP of Business Development, Your Travel Center/Montecito Village Travel, will help you find the right service fee structure. 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.
 

CTA, CTC and CTIE grads will earn 2 CEUs.