Switching to a Fee-Based Practice

Regulation is something that affects everyone, eventually. Across the global financial services profession, the creation of fee-based practices — born out of increased government regulations — has changed the way the public views advisors, for the better. Hear four MDRT members, David Braithwaite, Dip PFS, Bradley J. Flick, Will Richardson, CLU, CFP, and Mathew Thomas Fogarty, CFP, Dip FP, discuss what drove them to fees and why they’ve never looked back. The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2015 Million Dollar Round Table.