In the past, EFA limited the pre-payment of planning/consulting fees to no more than 50% of the total fee charged. But the field has spoken! And based on your feedback, EFA has amended its policies to permit advisors to collect up to the full amount of the fee in advance of delivery of service (provided they meet certain stipulations)! And soon, too! Starting Thursday July 1st! (That’s only two weeks away!)
THIS IS GREAT NEWS, FOLKS! CLICK HERE TO GET THE DETAILS!
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