Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

The conflicts of interest within embedded compensation models are well known, but how can you actually get away from it and maintain a stable and comfortable revenue stream? Today’s guest mastered his business’ transition to a fee-based model, and he’s on a mission to share what he’s learned with other advisors.  Adam Chapman is a native of London, Ontario, where his practice is currently located. He completed his B.ACS at Western University, back when it was UWO, and has added his CFP and CLU designations since starting his business back in 2005. Adam focuses on retirees and people who are about to retire. He's paired this niche audience with a business model that has him focused on switching his services over to an almost exclusively fee-based and fee-for-service offering in the next one to two years.  What You’ll Learn in This Episode:  Why a young advisor like Adam is the perfect fit to work with retirees (3:45) Adam’s transition to a fee-based practice