Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Financial Advisor Success
How Do You Charge Your Clients Monthly?
Sophia: The core ongoing is three meetings a year, approximately every four months. Every meeting, like there's an action checklist where we've updated their net worth. We also really are there for our clients when they're going through big changes. And so just kind of being there to help them navigate those changes as they come up.
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