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Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm

Financial Advisor Success

CHAPTER

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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