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The great transition to fees

Angus Donald McQueen, Dip FS, Dip CD

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When regulations force you to change your business, how do you react? Changing your income model to fees may seem daunting, but, if done correctly, you can actually focus on your ideal clients: those who love you, are prepared to pay you and help you thrive. Finding ideal clients is a balance between great service and great relationships. A wealth management specialist, McQueen describes the regulations that forced many advisors to change their income model to fees. With some of the tips he learned through his own transition, he shows you how you too can build a more precise offer and attract the right people. He takes you on your own thought-provoking discovery of what to do to grow and improve quite easily.

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