Explore how macroeconomic trends, shifting client expectations, and new financial products are reshaping the advisory industry. Advisors must revisit their billing strategies to combat fee compression, attract ideal clients, and deliver more value. From alternative pricing models to expanded services and improved technology, this guide provides actionable insights for advisors aiming to thrive in a dynamic landscape.
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Compliance Code: 2 6 9 4 Orion Advisor Technology, October 21, 2024