Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA

Practical Wisdom from ACP Financial Advisors

İçerik Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

3y ago 37:27

MP3•Bölüm sayfası

AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and serve clients to the fullest? Our guest, Jake Kuebler, CFP®, EA, Owner and Managing Partner of Bluestem Financial Advisors, explains the benefits of the retainer model and why it's often the best choice for advisors and their clients. Jake is the co-author (along with host Ken Robinson) of the whitepaper 'The Financial Planners' Retainer: A Reflection of Real Value' (https://www.acplanners.org/consumer/media/retainer-model). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jake Kuebler, please visit www.BluestemFA.com

27 bölüm

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP