Market in Motion Podcast for Financial Advisors by FMG Suite
fmgsuite
62 episodes
8 months ago
How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.
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How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.
How To Grow Your Business Using a Fee-For-Service Model
Market in Motion Podcast for Financial Advisors by FMG Suite
33 minutes 13 seconds
4 years ago
How To Grow Your Business Using a Fee-For-Service Model
On this week’s episode of the Market in Motion podcast, host Mike Woods is joined by Lucy Robeson, Managing Director of AdvicePay. As a certified financial planner with a passion for business operations, Lucy helps advisors scale and grow their businesses through AdvicePay’s technology solutions and the fee-for-service model. Together, Mike and Lucy explore the conversation around fee changes, the growing demand for subscription-based financial services, and how and why advisors should implement a fee-for-service model into their billing structure. Listen in to learn how to implement the fee-for-service model, how to fit it into your current tech stack, and avoid common mistakes.
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Questions? Contact us at marketing@fmgsuite.com
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Market in Motion Podcast for Financial Advisors by FMG Suite
How are successful financial advisors getting ahead? What are the major trends and challenges affecting financial advisors today? Which strategies and tactics you need to grow faster? Find out here in the Market in Motion Podcast for Financial Advisors, where we discuss the most important issues affecting financial advisors with the industry’s leading figures.
