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The Subscription Model: How To Add It To Your Firm

Play the long game for your firm--every financial planning firm should have a subscription model option in their ADV. Millennials and young professionals are entering their peak earning years, are building wealth, and are a part of the generation who will inherit $68 trillion in the coming years. The subscription model is the answer to serving these clients today and establishing long term relationships for the future. 

In this course, I will teach you everything you need to know to establish your own subscription model--services to include, technology, pricing, and more.

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  • A series of videos and supporting documents to help you build out your subscription model.
  • Videos8
  • PDFs3
  • Monthly Office Hours1 x month
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The Subscription Model: How To Add It To Your Firm

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