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The Client Service Model of the Future
Course Information
Content Level: Foundational
NAPFA Subject Area: A-Financial Planning Process
Course Description
The chances of the traditional wealth management model working in the future are slim to none. How is it changing? What are the trends? What are wealth management firms doing about it? You will learn the current trends in the changing landscape of wealth management services. How service models are evolving overtime to met a new demand for financial planning services, and how your Fee-Only firm can adapt.
Angie Herbers
Angie Herbers, Founder and Managing Director of Herbers & Company, an independent consulting and research firm to the advisory profession, brings over a decade of experience working with independent financial advisors. Throughout her career, Angie has worked with over 600 financial advisory firms to develop effective and productive human capital programs, increase employee satisfaction, form efficient organizational structures, and create viable succession plans, all focused on continual revenue growth and long-term operational success.

Angie is a monthly columnist for Investment Advisor magazine and a blogger for In 2007 and 2013, Investment Advisor magazine named Angie “Top 25 Most Influential People in the Advisory Industry.”
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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