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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Oct 18, 2017

Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics of charging fees to clients – commissions, retainers, and all other sorts of models.

John Anderson, the head of Practice Management Solutions for SEI Advisor Network, is our expert guest on this episode. John co-authored a white paper in 2016 called “Fees at a Crossroads” that addresses the evolution of fee-based advice, new models for feeing clients and more. Listen in as we explore these topics and tackle the difficult conversations around the price for advice.

For full show notes and links mentioned in this episode, visit