How to Incorporate Investment Management in Your Fee-for-Service Financial Planning Practice
There are a lot of moving parts and considerations when integrating investment management into your firm. You might consider questions like:
• How will I charge?
• How will I communicate the value of this service to my clients?
• When should I introduce investment management as part of my practice?
In this free webinar, Managing Director of XY Investment Solutions (XYIS), Lisa Asher, will answer these questions (and more!). Join Lisa to learn more about the investment management process, when and how to introduce this service to your clients, and how to appropriately set your investment management fees.
In This Recording
Listen as Lisa shares her expert advice on:
- The investment management process
- Your value as an advisor
- Pricing considerations when incorporating investment management into your RIA
- Considerations for TAMPs
Mentioned in this recording:
- One Fee, Two Services: Combining Investment Management and Financial Planning Fees
- Investment Management Options for Registered Investment Advisors
- Natixis Investment Managers 2020 Global Survey of Financial Professionals
- Financial Advisor Fees Comparison – All-In Costs For The Typical Financial Advisor?
- How to Choose a TAMP for Your Financial Planning Practice
- Investment Management and Fee-Only Planning: How to do Both (Successfully!)
