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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

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

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