DOL and becoming Fee-Based [26:20]


Office management could be changing at your firm due the Department of Labor! To adapt to the DOL fiduciary change, adapting your billing operations to be fee-based model might be good to look into.

DOL is pushing retirement advisers in that direction and while Redtail is not a billing system, you can document necessary information as a fee-based advisory office using a few searches and data entry.

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