Description
Clearly articulating the valuable fiduciary services you provide within a short entry on an invoice is more art than science. It is a tedious, but necessary, aspect of our profession. As in all communications, the over-arching goal is understanding. In addition to justifying compensation for our efforts, we should consider it an opportunity to inform interested parties as to the value and benefits conferred by our actions. During this session, we will provide answers to common questions regarding the fees charged for fiduciary services.
Presented by: Roger Coventry, Licensed Fiduciary, Childers & Coventry | Glendale, AZ