2min chapter

Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

The Importance of a Holistic Planning Fee

So you don't have any erection of the client at all and then the firm can decide whether they're going to build a client the same amount or build a client a holistic planning fee. so is this a i mean there's just claimers on all of our plans yeah well because this i imagine it's it's difficult at some point to make sure you got all of the details when you've never interacted with the client oh and if there's a mistake we're happy to fix it sure. So is this a significant portion of the business like is this a big piece of the ongoing planning activity or or just i would say for myself personally no i i think it's a rather small portion

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode