We graciously ask for your support in updating our retirement practice database which fuels our Advisor Fee Benchmarker software and our practice management training!
As a benefit for participating, we will provide you with a detailed summary of our key findings (practice management information & cost and service offerings).
You will find the excel template ‘Template File’ that needs completed, as well as an example file ‘Sample Fee Analysis File’ for reference below. Please note, there are three tabs (BASIC INFO, YOUR SERVICE GROUPS, and YOUR FEE SCHEDULES) located at the bottom of the excel file that need completed.
If you have any questions regarding how to complete the excel file or would like to complete over the phone, please contact email@example.com. We ask that you return the completed excel file to firstname.lastname@example.org by May 14, 2021 in order to receive the key findings report. (See a sample of the prior key findings report)