RIA Fee Structure: Earning Fees In An Era When Investment Management Is Commoditized

Advisor Panel
09/28/12 4 PM EST Program Id: pending
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RIA Compensation Models In An Era Of Fee Compression  

Competition from online advice apps, discount brokerages, and advisors paid by the hour are putting pressure on fees on  investment advice and financial planning. How can you fight fee compression?

A panel of advisors will speak about how they are fighting fee compression and will discuss:

• making financial planning more scalable 
• how to charge for financial planning
• increasing your value proposition
• scaling investment advice

Guest speakers are advisors who have built successful businesses and whose firms manage from $40 million to $600 million. Each panelist will speak for seven minutes about their practice and keys to success, and that will be followed by 20 to 30 minutes of questions and comments.

 


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(Updated: September 27, 2012)
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5.0

had trouble logging in but thought content was good

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5.0

Interesting mix of speakers gave a good overview of the topic.

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(Updated: September 27, 2012)
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5.0

Excellent. Best one in a long time.

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