Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
Do You Charge for Planning?
We ask for half of it up front, and then we will waive the second half if they move over half a million dollars to us for advisory management. Oftentimes we wave that second half because they end up deciding they want to work with us. There's a little bit of sunk cost. So they have to to what takes a good amount of effort on their end to do the planning. Also, they feel like their getting a deal or a bargain.
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