The Emergence of Fee-based Planning

Future-forward CPA firms and financial advisors are increasingly offering in-depth, ongoing financial planning in order to help their clients reach a diverse range of unique, personal goals. This emergence of fee-based planning presents proactive financial advisors a significant opportunity to add an additional revenue source to their practice and serve their clients in a more comprehensive way by charging a fee for these services.

Catalysts for Change

  • Demand for Fiduciary Advice
  • Digital Innovation
  • Changing Expectations

This free white paper offers guidance and tips for delivering high-value service and advice in the digital world.


Fill in the form below to download the white paper, The Emergence of Fee-Based Planning

Building a Thriving CPA Wealth Enterprise

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