Converting to Fee-Based

How long has this discussion been going on? It is essential that an advisor understand that they need to make this change and it doesn't have to be a huge jump to do it. In order to have a sound future as a financial planning and wealth management practice that will also survive the ups and downs of the financial markets, converting to a fee-based only practice is essential.

Keep the emails and discussions coming in. Thankfully, advisors are having dialogue and asking questions that ultimately benefit not only themselves but the clients who have trust in them as financial advisors.