Move Over, AUM:
Driving Revenue Growth by Embracing Flat Fees

Date: April 23, 2020
Time: 2:00pm PST

Ted Denbow

Vice President, Head of Sales of Right Capital

Ted has over 19 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital Ted was the National Director of Sales Technology at Prudential Financial.

During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the market place. He developed the first technology-themed insurance continuing education program and built a digital practice management program for financial advisors centered on finding sales opportunities and efficiencies through technology.

Larry Miles

Principal at AdvicePeriod

Larry Miles is a Principal at AdvicePeriod. His primary focus is on providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Larry is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as Executive Vice President of Convergent Wealth Advisors where he was instrumental in building the business.

Larry earned a BA from Amherst College and an MSc from the London School of Economics. He has taught leadership courses at the Massachusetts Institute of Technology and is a member of Young Presidents Organization (YPO).

WHAT YOU'LL LEARN

Let’s face it: The industry’s compensation models leave a lot to be desired. Commissions? We all know about conflict of interest. AUM-based fees? Clients—and often advisors—don’t know exactly what’s expected or what’s fair. This webinar will explore how flat fees force advisors to be realistic about the work they’re going to provide and ensures that they’re paid for it.

Larry Miles will discuss the many benefits of moving to a flat fee model, including creating predictable revenue and eliminating conflicts around held-away assets or making recommendations that will spend down a client's account. You will learn how planning-first advisors can use a flat fee model with RightPay as part of their value proposition that will differentiate them from competitors.

WEBINAR DETAILS

DATE: April 23, 2020
TIME: 2:00pm PST
DURATION: 30 Minutes
MODERATOR: Matt Lovejoy
Disclosures

Ted Denbow

Vice President, Head of Sales of Right Capital

Ted has over 19 years of experience in the financial services industry, focusing on information technology, eMarketing, technology enablement, and sales. Prior to joining RightCapital Ted was the National Director of Sales Technology at Prudential Financial.

During his time at Prudential, he helped develop and implement numerous award-winning platforms supporting the sales efforts internally and externally with financial advisors. Ted collaborated with sales professionals to communicate the value of leveraging technology to gain an edge in the market place. He developed the first technology-themed insurance continuing education program and built a digital practice management program for financial advisors centered on finding sales opportunities and efficiencies through technology.

Larry Miles

Principal at AdvicePeriod

Larry Miles is a Principal at AdvicePeriod. His primary focus is on providing strategic leadership for growth and profitability, while driving and maintaining a culture of excellence. Larry is the author of It’s That Simple: How to Build the Professional Service Firm of the Future.

Prior to joining AdvicePeriod, Larry was President of BNY Mellon’s largest Western Region. Larry started his career as Executive Vice President of Convergent Wealth Advisors where he was instrumental in building the business.

Larry earned a BA from Amherst College and an MSc from the London School of Economics. He has taught leadership courses at the Massachusetts Institute of Technology and is a member of Young Presidents Organization (YPO).

WHAT YOU'LL LEARN

Let’s face it: The industry’s compensation models leave a lot to be desired. Commissions? We all know about conflict of interest. AUM-based fees? Clients—and often advisors—don’t know exactly what’s expected or what’s fair. This webinar will explore how flat fees force advisors to be realistic about the work they’re going to provide and ensures that they’re paid for it.

Larry Miles will discuss the many benefits of moving to a flat fee model, including creating predictable revenue and eliminating conflicts around held-away assets or making recommendations that will spend down a client’s account. You will learn how planning-first advisors can use a flat fee model with RightPay as part of their value proposition that will differentiate them from competitors.

WEBINAR DETAILS

DATE: April 23, 2020
TIME: 2:00pm PST
DURATION: 30 Minutes
MODERATOR: Matt Lovejoy
Disclosures

AdvicePeriod Webinar Series

April 23, 2020 at 2:00pm pst

Move Over, AUM:
Driving Revenue Growth by Embracing Flat Fees

REGISTER NOW!

Be sure to sign-up quickly. The first 100 sign-ups will have the opportunity to ask Ted and Larry questions during the webinar.

See some of our previously hosted webinars here

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