My CEO posted about this on her LinkedIn today, and I wanted to ask the question here too: As a financial advisor, which revenue model do you prefer to use? Based on data from sources like Cerulli, it seems like more advisors are choosing fee-only and fee-based models. Thoughts?

This looks cool: https://relayfi.com/ Looks like its built for the Profit First concept by Mike Michalowicz What do you think @Nancy Jacobson ?

@Nancy Jacobson shared some tools with me that integrate with Quickbooks to do forecasting. Nancy, can you share those top two tools you mentioned (yes, just 2 please :)? Anyone else using software beyond Quickbooks to do this?

I don't have much experience in this area...

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