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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 Fee-for-Service Planning in Financial Planning

There's no separate fee charge for plans in this environment. Right it was just it was baked in. And so then how much financial planning activity was was going on? I mean like are you like every month there's a new plan or two every week there's anew plan or two each year. Okay. So then what ultimately led to a shift your thing as you'd said you're not there anymore you you moved on to another firm and took the job at an investment bank.

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