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Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

How to Quote a Flat Fee for a Project

There is a target hourly rate that you try to to back into for what this is intended to build around our hourly rate is 350 okay. You prefer to quote the flat fees instead of quoting the quoting the hour the rate and just billing them for whatever it actually takes because then I find people will limit themselves more, she says. If someone doesn't need a rerun of their plan and it's not going to make a material difference in the outcome  I'll help them to determine if there's value in redoing the plan right now or if we should wait.

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