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Creating an Effective Service Model and Fee Schedule
During this session, we will review how to construct client-facing materials to reinforce your service offering and walk through the various elements of a best-practice service model. Additionally, we will discuss recent industry data specific to client fees, and different pricing models and review the importance of a documented fee schedule.

Mar 16, 2023 01:00 PM in Pacific Time (US and Canada)

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Speakers

Derenig Kostikian
Vice President, Business Consultant @AssetMark
Derenig Kostikian has over 15 years of experience in the financial services industry. Most recently, he was a consultant at one the nation’s largest independent broker dealers serving over 2,000 financial advisors. Before that, he worked as a retirement consultant at a smaller broker dealer that was a wholly owned subsidiary of one of the Nation’s largest insurance providers. Derenig earned a Bachelor’s degree in Management from the University of Massachusetts, Boston. He also is a Certified Financial Planner and Certified Plan Fiduciary Advisor and holds series 6,7,63, and 65 securities licenses.