On-Demand Event

Transitioning to Fee-Only Planning

Becoming a fee-only financial planner opens up a whole new world of possibilities, but that doesn't mean the transition is easy. Change is hard, especially when it involves something as monumental as your career. Luckily, hundreds of financial planners before you have already successfully navigated the transition. Watch two of those planners, Stephanie Sammons and Shannon Webb, as they share how they successfully made the shift to fee-only planning and provide insight into how you can do the same. This recorded webinar is ideal for anyone considering becoming a fee-only financial planner and joining our community of like-minded advisors.


Stephanie Sammons Headshot

Stephanie Sammons

Shannon Webb Headshot

Shannon Webb

Get weekly updates straight to your inbox