
Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock
Financial Advisor Success
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
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.