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Switching to a fee-based practice

David Braithwaite, Dip PFS; Bradley J. Flick; Will Richardson, CLU, CFP; Mathew Thomas Fogarty, CFP, Dip FP

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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. In this episode of the MDRT Podcast, 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.

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