Do you know how your financial services professionals get paid and how they are incentivized?
If you're like most of your clients, then you probably have no idea.
In this 2 CPE credit session, we'll dive into several different compensation models, the incentives they create, and the situations for which they're appropriate. In particular, we'll look at the retainer fee financial planning and wealth management arrangement—a relatively new approach that may be particularly well-suited for many of your accounting practice clients.
Please join us.