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Behind The Advisor

Ep #129: Basing Fees on Complexity - The Career of PJ Wallin

06 Dec 2017

Description

Deciding on your fee structure can be a challenge depending on the type of firm you want to have and the clients you serve. PJ Wallin joins us on this episode and fills us in on his reasoning for using this method and gives some great insight on how to make it work and why it works so well for his clients. He also shares the ups and downs of his career and the process of building a successful and unique financial planning business. You can find show notes and more information by clicking here:https://www.xyplanningnetwork.com/129 

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