19min chapter

Financial Advisor Success cover image

Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg

Financial Advisor Success

CHAPTER

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.

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