
Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg
Financial Advisor Success
Financial Advisory Firm Revenue and Pricing Strategy
The chapter covers the firm's revenue growth and goal projections, focusing on serving existing clients and meeting increasing demand. It discusses the unique approach to billing clients based on complexity levels, providing transparent pricing, and aligning value and cost based on evolving client needs. The process of structuring pricing levels, handling initial calls from prospective clients, conducting joint calls, preparing for prospect meetings, and managing fixed firm fees effectively are also explored.
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.