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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
by Alan Moore, Michael Kitces
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The Monthly Retainer Model in Financial Planning What It The Monthly Retainer Model in Financial Planning What It Is Why It Works and How to Implement It in Your Firm Alan Moore Michael Kitces on FREE shipping on qualifying offers The financial advice industry is changing The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models Reasons That a Monthly Retainer Model Works Reasons That a Monthly Retainer Model Works One of our most popular XYPN Radio podcast episodes is Episode 23 The How and Why of Monthly Retainers with Alan Kitces I think that this is because simply put people like getting paid And they want to get paid in the easiest most effective way possible for both themselves and their clients Monthly Retainers The Next Big Financial Planning Yet an alternative through a combination of business refinements and the efficiencies of technology is beginning to emerge a monthly retainer model structured like a “financial planning subscription” that may finally open up financial planning to the middle class with a sustainable profitable business model Why retainer fees are best suited for the new practice Voices Why retainer fees are best suited for the new practice landscape A retainer model may qualify the adviser for the LevelFee Fiduciary exemption where the fee is based on the client’s entire situation including real estate debt tax exposure and 401 k retirement accounts Financial Advisor News Information Retainer Model When it comes to financial planning business models the monthly retainer is the equivalent of a style icon or musician ahead of their time While charging recurring fees for investment advice responds creatively to the current needs of a younger financial market it might feel as though other parts of the industry have not quite caught up The RIA Business Model You Need to Serve Next Generation Why the Monthly Retainer Model Works for Next Generation Clients Charging assets under management worked for clients with assets to manage It made sense and worked well for all parties But this model fails with next generation clients who have the income to pay for advice but not the assets on which the advisor can charge a commission on Reading The Monthly Retainer Model in Financial Planning Reading The Monthly Retainer Model in Financial Planning What It Is Why It Works and How to The Monthly Retainer Model in Financial Planning What It Cheap Textbook Rental for The Monthly Retainer Model in Financial Planning What It Is Why It Works and How to Implement It in Your Firm by Kitces Michael 9780692769713 Save up to 90 and get free return shipping Order today for the cheapest textbook prices Virtual Event The monthly retainer model introduces a new way for advisors to structure their business models making it possible to profitably serve younger clients who dont necessarily have large portfolios Two great XYPN members will discuss how the monthly retainer model enables RIA owners to work with Gen X Gen Y clients how to craft the model to work for an ideal client and how to build a Charging clients a retainer – how various charging models Retainers have evolved to cover scenarios where the emphasis is on the delivery of ‘value’ and not time although time is often a component of a retainer model For example a highly skilled and experienced engineer with decades of experience might in the space of a short phone call be able to save their client a fortune
