Have you been wondering how you should be compensated for your financial planning services? Join Kevin Hughes, executive vice president at Enterprise Sales, to learn insights into how your peers are charging for their services based on new research conducted by PIEtech (the creator of MoneyGuidePro).

Course Objectives
  • Demonstrate a clear understanding of the pros and cons of charging for financial planning
  • Identify best practices to grow revenue, develop stronger client relationships, and comply with DOL Best Interest Standards
  • Understand current fee structures used to charge for financial planning
Course Information
Date Presented:
November 15, 2017 2:00 PM Eastern
1 hour
To Charge or Not to Charge
Speaker Information
Kevin Hughes  [ view bio ]
Individual topic purchase: Selected
This course is no longer available for purchase.