Subscription Fees: The Opportunities and the Pitfalls - a podcast by Financial Planning Association

Subscription fees are intended to make financial planning more accessible to clients while creating more predictable and scalable income for a firm. But how do they play out in real life? To find out, Hannah Moore, CFP®, sat down with three planners from around the country who provide different types of subscription services through their firms.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association