Septempber 2020 MPC Thumbnail – RecordedHow 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