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Scaling Financial Planning Into a Revenue Center for Your Enterprise

Available On Demand

The financial planning business model is evolving rapidly from the days of when it was a time-consuming and complex loss-leader. It is now being powered by advanced technology to become a highly lucrative fee-based revenue stream. Join us to learn from top industry executives as they share their journey in repositioning and re-introducing financial planning to their firm’s thousands of advisors through subscription models, retainers, and other fee-for-service arrangements. Not only are these leading firms empowering advisors with the latest approaches, but they are also gaining critical management and compliance oversight, while driving incremental revenues and gaining scale through the latest technologies. 

Attend this webinar and learn:

  • How financial planners are charging for financial plans
  • Systems and processes to manage charging for financial plans in a scalable way
  • Scaling review and oversight of the entire engagement process and financial planning deliverables

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Unable to attend? No worries! Continue registering for the event and we will be sure to email you a copy of the recording.

Sponsored by



bowers.jpgAndrew Bowers
Senior Director, Fiduciary Services
Cambridge Investment Research, Inc


zipp.jpgErik Zipp, CFP®
Senior Director, Investment Products
Northwestern Mutual Wealth Management Company


brenner.jpgJon Brenner
Vice President, Strategy
Cetera Financial Group


Jamie L. Kulik, CFP®
Vice President, Financial Planning
LPL Financial


kitces.jpgMichael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Chief Financial Planning Nerd at
Co-Founder of AdvicePay


welsh.jpgTimothy D. Welsh, CFP®- Moderator
Nexus Strategy, LLC










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