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December 2021   

Six Steps For Implementing A Fee-based Or Fee-only Compensation Model

If your current broker-dealer/RIA restricts your ability to offer holistic advice then now is the time to consider evolving your business model. Discover the fundamentals of building a successful fee-based structure, including:

  • The benefits of a fee model
  • Six transition steps to consider
  • How Cambridge simplifies your transition to fee-based or fee-only models