Ep. #21: The Case for the Retainer Model - Jake Kuebler, CFP®, EA

Practical Wisdom from ACP Financial Advisors

Contenuto fornito da Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

2y ago 37:27

MP3•Pagina principale dell'episodio

AUM model, commissions, hourly fee, flat fee, retainer model... there are so many ways that financial advisors charge for their services these days that it's sometimes very confusing for consumers and hard to know which will serve them best. The same can be said for advisors themselves - which model is going to allow your business to thrive and serve clients to the fullest? Our guest, Jake Kuebler, CFP®, EA, Owner and Managing Partner of Bluestem Financial Advisors, explains the benefits of the retainer model and why it's often the best choice for advisors and their clients. Jake is the co-author (along with host Ken Robinson) of the whitepaper 'The Financial Planners' Retainer: A Reflection of Real Value' (https://www.acplanners.org/consumer/media/retainer-model). To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Jake Kuebler, please visit www.BluestemFA.com

25 episodi

#Business #Practical Wisdom From ACP Financial Advisors #Alliance of Comprehensive Planners (ACP