Transitioning into a comprehensive fee-based practice

Harding and Harding discuss the changes they made in their practice to provide clients a comprehensive plan while incorporating fees. They stress the importance of being thorough and doing a full analysis of all aspects of a client's financial life and how this affects advisors moving forward due to the DOL ruling. Lastly, they share the impact of being fee-based advisors, including more referrals and growth in revenue.