The Monthly Retainer Model in Financial Planning: What It Is, Why It Works, and How to Implement It in Your Firm

This week, J.D. Bruce – President of Abacus Wealth Partners – shares his experience of growing a firm from a solo practice to an established business with a professional management, a board of directors, and a governance structure. J.D., a CPA with management experience across a variety of industries, was hired at Abacus to help […]