Learn more about the compensation model that industry observers believe will become the predominant type of professional engagement. Get a copy of The Financial Planners’ Retainer: A Reflection of Real Value written by ACP members Ken Robinson and Jacob Kuebler.
Retainer Model Webinar Recording
To add to this discussion, we hosted a webinar The Financial Planners’ Retainer: A Compensation Model That Works. This was an informal round table discussion on how the retainer model enables advisors to charge a fee that better reflects the value of all the services financial planning professionals provide and featured a ACP members Jake Kuebler, Ken Robinson and Charles "Chip" Simon. If you would like a copy of the recording please email Lori@acplanners.org.