Browse Section 8: Working with the Client

25.4 Transitioning from Commission-Based to Fee-Based Models

In this section

  • 25.4.1 Reasons for Transition
    An exploration of the key factors driving the shift from commission-based to fee-based financial advisory models, focusing on evolving client preferences and regulatory trends.
  • 25.4.2 Implementation Strategies
    Strategies for transitioning from commission-based to fee-based models including client communication and service adjustments.
Thursday, September 12, 2024