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ENGAGE 2020


PFP2013 - PFP2013. New & Different Fee Models Panel


Jul 21, 2020 12:05pm ‐ Jul 21, 2020 12:55pm

Description

The recent market downturn highlighted a huge issue with AUM fees: that revenues go down at exactly the time when your workload and client communications go up. The panelists will discuss their experience with three alternative models: monthly subscription fees, a pure hourly fee model, and flat monthly fees.

Learning Objectives:
  • The implications of non-AUM compensation, including a shift in your perceived value proposition from asset management to financial planning and advice.
  • How to communicate your alternative fee structure.
  • How to, procedurally, handle the billing via an alternative fee structure.
  • How different fee structures can change your client workloads.

Speaker(s):

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