The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

052: Are You Confusing Your Clients? Focusing Your Planning Options to Reduce Indecision

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Divorce Financial Planning

No one likes paying a different price for the exact same product, even if it's just a perception that theyn be being charged more. So go with a flat fee for each offering. And you also need to get really clear on what it costs, not arrange, what it costs. If you don't charge a fee, that's fine. But you still want to be really, really clear on which of the offers are best for them.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app