Advisor Case Study: How To Build a Profitable Advice Only Planning Practice - February 2025

Those that have built or attempted to build an advice only practice have faced similar challenges: building a streamlined process, generating reoccurring revenue and scaling their practice. So have we. It's one of the reasons we built Adviice.

In this webinar we'll show you everything we've learned as advice only financial planners. We'll go through our process, how we convert one-off clients to ongoing relationships, how we've scaled to serve 1,000+ clients, and provide 4 different profitable business models for advice only planning.

• 03:59 - What is Fee Only/Advice Only Planning
• 21:35 - Examples of Engagement Types
• 26:25 - Planning Process
• 42:20 - Deliverables and Fee Structure
• 52:06 - Scalability