This article is the fourth in a five-part series that takes you step-by-step through the process of becoming a next-generation advisor.

The fee-for-service model gives you true freedom from insurers threatening to pull your appointment, brings diversification to your revenue streams, and allows you to tie your compensation to results or value. Most importantly, it allows you to do what's best for your clients.

This article is the second in a five-part series that will take you step-by-step through the process of becoming an advisor of tomorrow and examine the challenges involved and many of the non-intuitive issues you will face.

This article introduces a new five-part series that will take you step-by-step through the process of becoming a next gen advisor and examine the challenges involved in so many of the non-intuitive issues you will face, so you will be ready to tackle them head on.

When spreadsheets and auction-based solutions were the only thing we needed to lower costs for our clients, the producer model might have worked. But somehow, over the last 30 years, we forgot to ask if that model was still viable.