On-Demand Event

Adopting the Monthly Retainer Model

The monthly retainer model introduces a new way for advisors to structure their business models, making it possible to profitably serve younger clients who don't necessarily have large portfolios. Two great XYPN members will discuss how the monthly retainer model enables RIA owners to work with Gen X & Gen Y clients, how to craft the model to work for an ideal client, and how to build a successful, profitable firm around this new paradigm. This call is ideal for anyone considering XYPN membership.



Eric Maldonado Headshot

Eric Maldonado

C Garrett Moore Headshot

C Garrett Moore

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