The Only Growth Strategy You Need for 2015

There are many compelling reasons for financial advisors to make the transition to a fee-based business. Growth is a large reason that any financial advisor should consider. This year we helped a number of advisors increase their recurring revenue by almost 300% simply by assisting them in converting their business to fee-based. The numbers don’t lie, consider the graphic below:

Increase Recurring Revenue 4 Times without Taking on a New Client

We can help you visualize the potential of what a transition to fee-based would mean for your business, fill out the form below for a personalized Transition Review.

*Source: PriceMetrix, “The State of Retail Wealth Management.” April 2014