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Ep 276: Integrating Tax And Legal Services Under One Roof To Truly Scale A 'One-Stop Shop' with John Hagensen 

Financial Advisor Success

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Bringing Pricing and Fee Structure Together?

Yeme: Is this a, you like, kind of all card services? Here's our investt management fee for management, and then here's our r document fee if you want to state documents. Yeme: From an estate planting standpoint, o tax document standpoint, all that, all the guidance and advicete, there's no extra cost. And these are all three separate lcs. So now, help us understand how this comes together. Ike is it, is it charged by the service, or is this all bundled under one a u m f? Or is it a little bit of a mixing match? Like, how do you start bringing pricing together when you're trying

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