Transitioning to a Fee-Based Business Model


Change can be rewarding

Transitioning to a fee-based advisory model has the potential for increased revenues and greater personal satisfaction, but it will require time and significant changes in how you run your practice. Our resources will help you create an action plan to take your practice to the next level.

Use these materials to:

  • Create a comprehensive transition plan
  • Set minimums
  • Determine monthly and annual transition goals
  • Evaluate your current book
  • Identify best-suited clients
  • Market your new approach


Featured Resources


Transitioning to a Fee Based Business Model Presentation

Outlines a ten-step process for creating a transition business plan, including suggestions on how to effectively communicate the change of clients.

Related Resources

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