Financial Advisor Success cover image

Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

How to Get More Clients With Financial Plans

In the early days it was $500 to do a financial plan when I think I frequently saw $1,500 you know I always heard these prices for a financial plan but in 31 years of being in this business I've only seen maybe half a dozen financial plans from other people. Michael: Maybe the statistics are flawed because you're not going to see them if they're if they had a plan because they're so happy with the advisor and maybe there's some truth to that he says.

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