THE FINANCIAL ADVICE INDUSTRY IS CHANGING. ARE YOU PREPARED?

Alan Moore and Michael Kitces have written the guide you need to run a profitable financial planning firm that serves Gen X and Gen Y clients.

For the past 20 years, we witnessed the rise of the Assets Under Management (AUM) model with its focus on the accumulation and then decumulation of a retirement portfolio. And while the AUM model was successful, it limited the ability of financial planning professionals to profitably serve younger clients who don’t necessarily have a large portfolio to manage. 

The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models, making it feasible to profitably serve the next generation of clients for years to come.

This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients. 

"Alan and Michael understand your desire to help people. It's why you chose this work, and they appreciate the need for a model that makes it possible for you to build a sustainable business in the process."

Carl Richards, CFP®

Author of The Behavior Gap and The One Page Financial Plan | New York Times and Morningstar Advisor columnist

What You'll Learn

Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business. This book will also teach you:

HOW TO COMMUNICATE YOUR VALUE TO PROSPECTS AND CURRENT CLIENTS

WAYS TO LEVERAGE TECHNOLOGY TO DELIVER YOUR SERVICES EFFICIENTLY


HOW TO TRANSITION AWAY FROM YOUR OLD FEE STRUCTURE TO THE NEW MODEL

READY TO USE THE MONTHLY RETAINER MODEL TO PROFITABLY SERVE NEXT GENERATION CLIENTS? 

The Monthly Retainer Model in Financial Planning enables financial advisors who want to work with next generation clients to implement a business model and fee structure that generates revenue, makes Gen X and Gen Y clients profitable, and keeps financial planning advice accessible for those same clients.

The book launches on September 21st, but you don't need to wait. Get the first chapter right now!

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