Business Planning, Communication, Fee Only and Wealth Management

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#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

Nerd's Eye View

FEBRUARY 13, 2024

What's unique about Melody, though, is how after her first decade in practice, she quadrupled her revenue in the subsequent 2 years by restructuring her business model from standalone hourly engagements and project planning fees to a more holistic wealth management offering that combined investment management and financial planning for a single AUM (..)

Clients

Clients Certified Financial Planner Financial Advisor Financial Planner

Advice-only financial planners are stealing the show!

Sara Grillo

MAY 23, 2022

What is an advice-only financial planner? Advice-only financial planning is fee-only comprehensive financial planning without the expectation or even the option to manage any client investments. No business plan, no. So please subscribe! What the heck is going on? Yeah, okay.

Financial Planner

Financial Planner CFP Financial Planning Education

Webinars

Elevating Accounting Practices: The Power of Outsourcing and Automation in the Digital Age

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Financial Advisor Source

#FA Success Ep 372: Quadrupling Revenue By Restructuring Your Business Model To Reflect Your Entire Value To Clients, With Melody Townsend

Advice-only financial planners are stealing the show!

Webinars

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