Recent Whitepapers | Whitepapers Archive | Market and Economic Outlook
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
