ABOUT this webinar
Topic: Actions to take your fee process from surviving to thriving
Description: Revenue is integral to your business, but fee calculation processes are manual, stressful, and insufficient. So much so that the SEC recently found most advisors have fee and disclosure inaccuracies, setting themselves up for failure in an exam or client inquiry.
In this webinar, Lacey Shrum, founder of Smart Kx, will go over the tools every financial advisor needs to successfully mitigate risk, ace the most common regulator request, and take control of your firm’s revenue.