We invite you to watch our recording on an enlightening session with Brian Posner, Business Consultant at AssetMark, as we explore the shift from transactional products to fee-based client relationships. This trend has gained significant momentum, offering substantial benefits to both clients and advisors.
In “Creating a Fee-Based Business – Why Now?” we will explore how evolving your business model can not only enhance client experiences but also positively impact your firm’s financial health.
Transitioning to a fee-based structure might seem daunting, but with AssetMark’s proven 3-step process and comprehensive support resources, you’ll be equipped to make this transformative change smoothly.
