Find an Advisor →
Find an Advisor →
Get in touch →
Find an Advisor → Login
On-Demand Event

Evaluating, Refining, and Increasing Your Fee

How Fee-Only Advisors Respond to Market Changes

Please answer the following questions to watch this exclusive session

Is it time to raise your fees? Your firm's fee structure and how you charge for your services influence the types of clients you work with and your ability as an advisor to earn a living. Especially against the backdrop of widespread inflation, it is essential to continually evaluate if your existing fee structure still fits your needs.

Join XYPN members Kathleen Cote and Tanya Nichols as they guide you through evaluating your fee structure, how to decide to raise your fees, and how to raise your fees once you've made the decision. They will discuss what raising your fees looks like from a compliance standpoint, how to communicate the change to clients, and what kind of a reaction you might be able to expect from those clients. These XYPN members have first-hand experience raising their fees, and will be sharing everything you need to know about raising your fees during this free event, so don't miss out.

Featuring

Kathleen Cote, CFP® Headshot

Kathleen Cote, CFP®

RED CLOVER FINANCIAL PLANNING
Tanya Nichols, CFP® Headshot

Tanya Nichols, CFP®

ALIGN FINANCIAL

Get weekly updates straight to your inbox

You May Also Like

These Related Events

The Path to Firm Ownership
The Path to Firm Ownership

The Path to Firm Ownership

Should you Buy, Partner, or Launch Your Own RIA?

Unlocking Potential: Amplified Planning’s Externship Program
Unlocking Potential: Amplified Planning’s Externship Program

Unlocking Potential: Amplified Planning’s Externship Program

The Only Externship that Trains New and Junior Advisors How to Succeed at Financial Planning

Ask Me Anything: I Changed Careers to Be a Financial Planner
Ask Me Anything: I Changed Careers to Be a Financial Planner

Ask Me Anything: I Changed Careers to Be a Financial Planner