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Giving clients’ finances a health check
Carolyn McClanahan looks back on her career change from physician to financial planner and how the two professions are more interlinked than she anticipated.
Charging clients fees based on planning rather than AUM works ‘beautifully’ for advisor
Although AUM fees still dominate, other models — such as planning, subscription, monthly and hourly fees — are gaining traction, according to IN's goRIA panelists.
