The Elite Financial Advisor Podcast With Sten Morgan cover image

71. HTCL True Stories: How HTC LIVE Helped Advisors Charge More

The Elite Financial Advisor Podcast With Sten Morgan

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How to Charge $15,000 for a Planning Fee

"There was no way I would charge over $12,000 for this, not a chance," he says. "That was per 10." Now you're charging 15. How do you get to where you feel confident and charging $15,000 for a planning fee? It's fun because it's very hands on. And then the best part is that people who walked into the meeting saying, or the event saying, I've never charged, they'll write up, man, this is a 20,000 dollar plan!"

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