Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
00:00
How to Increase Your Fees and Close Rates
We've measured our close rate over the past, I think, five or six years and it's 40%. Right? So we're not worried about the close rate there. We want to make sure that we're helping people understand what they're getting. If you raise the fee and you say, here's 30 minutes and that's it, it becomes a little harder to transition them from prospect to client. And so this year, and this is outlined on our website, if you click on the work with me button in the top right corner, it says, well, you're going to have an issue. Financial conversation. Then at the end of that conversation, if it's going well
Transcript
Play full episode
