25 minutes | Dec 3, 2020

How a retainer fee model helps drive growth and “phantom referrals,” with Abby Spaulding

Sometimes doing things differently can pay off. That’s been the case for Abby Spaulding of Continuum Planner Partners in Nashville, Tennessee. A financial advisor since 2008, the rising star founded the firm in 2015 and won the Nashville Business Journal's Power Leaders in Finance award in 2017. One thing that makes Spaulding’s practice different is employing a retainer fee model rather than an asset management fee model. With a focus on businessowners with high net worth but few investable assets, she recognized a need in the marketplace.  Hear about Spaulding’s business model, the epiphany that changed everything and why phantom referrals are not at all scary. To learn more, visit PracticeLab.
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