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

Practical Wisdom from ACP Financial Advisors

Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2y ago 37:27

MP3•에피소드 홈

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

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