Investment Management and Fee-Only Planning: How To Both (Successfully!) On DemandInvestment Management and Fee-Only Planning: How to do Both (Successfully!)

If you're at all familiar with the fee-only model, then you're probably also familiar with this age-old question: How does investment management fit into fee-for-service financial planning? XYPN members Jason Speciner and Courtney Ranstrom answer this question and share how they successfully incorporated investment management into their fee-only firms. 



Listen to Courtney and Jason discuss:

  • The decision to make investment management part of your service offerings
  • How to market your services
  • Creating a fee structure and pricing your investment management services
  • The value conversation and justifying your fees
  • Technology for investment management and financial planning
  • Incorporating financial life planning into your firm