Financial Advisor Success cover image

Ep 301: Guiding Clients To Design Their Rich Life With A Focus On Spending Dials Not Goals With Ramit Sethi

Financial Advisor Success

CHAPTER

How Do You Charge for a Financial Plan?

In my opinion, all those things I just mentioned should be totally charged for and they should be charged at a healthy premium rate. So it could be- That's like per by the hour or by the project, by the projects, by the program. The class. Number one, I would select so that the class makes logical sense. And that depends on what type of clients you have, et cetera. It also just make the class better because it would make more sense. Most people don't actually want to go from A to Z and become an expert in something. Honestly, they just want to know that it's good enough.

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.
App store bannerPlay store banner