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Transitioning into a comprehensive fee-based practice

Benjamin Harding, CLU, CFP; Kimberly A. Harding, CLU

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Harding and Harding discuss the changes they made in their practice to provide clients a comprehensive plan while incorporating fees. They stress the importance of being thorough and doing a full analysis of all aspects of a client's financial life and how this affects advisors moving forward due to the DOL ruling. Lastly, they share the impact of being fee-based advisors, including more referrals and growth in revenue.
 

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