Investment Management and Fee-Only Planning: How to do Both (Successfully!)
You're invited to a live webinar!
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? In this free webinar, XYPN members Jason Speciner and Courtney Ranstrom answer this question and share how they successfully incorporated investment management into their fee-only firms. This call is ideal for anyone considering joining our Network of like-minded advisors.
When: Wednesday, May 1, 2019 at 9pm EST/6pm PST
Where: Dial in by phone from anywhere or join us via computer
Who: This event is ideal for anyone considering an XY Planning Network membershipHow: Register below
In the meantime, you might enjoy these helpful resources:
- One Fee, Two Services: Combining Investment Management and Financial Planning Fees
- Questions to Ask Before Integrating Investment Management into Your Planning Firm
- Investment Management Options for Registered Investment Advisors
- Why Charging Separately for Financial Planning and Investment Management Makes Sense
- XYPN Member Benefits Directory