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Keyword: Fee-only financial planning

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Ayana Forward

A passion for sports helped kick-start Ayana Forward’s business career. Today, she runs an independent fee-only practice

Portrait of Natasha Knox

Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money

  • By: Leah Golob
  • October 11, 2022 October 19, 2022
  • 00:05
woman with a laptop

DIY plus fee-only planning was the choice for one millennial

businesswoman thinking

Focusing on a target group of clients can help you grow your business, experts say

Close up of an executive hands holding a pen and indicating where to sign a contract at office

The billable hour model is not appropriate for advisors who integrate financial planning and investment management

A focus on the client

Since Julia Chung co-founded Spring Financial Planning in 2017, it has grown to include 11 advisors across Canada

Marc Lamontagne, a true believer in the fee-based model for financial advisors, is committed to helping other advisors make the transition. “The only fees we earn,” he says, “are those we charge the client”

You need to demonstrate what’s in it for them

Establish your price and create a transition plan

Much greater buy-in from the financial services community is required for fees to gain greater prominence, new survey reveals