How do accountants determine what to charge clients for financial planning services?
After attending our two day Practical Skills Seminar Program accountants will learn that individuals involved in financial planning charge fees and/or commissions in various ways. The five most common methods are hourly fees, commissions on the sale of products, asset management fees, flat fees, and fee offset. Following the two-day Practical Skills Seminar, the NNA staff will design and build a business plan with the accountant and her firm. Through the use of our business development process, we will help the accountant determine the best way to approach clients, maintaining consistency with the individual’s or firm’s philosophy, belief, and business practices.
