The Elite Financial Advisor Podcast With Sten Morgan cover image

71. HTCL True Stories: How HTC LIVE Helped Advisors Charge More

The Elite Financial Advisor Podcast With Sten Morgan

00:00

How to Get People to Pay Lumps on Your Projects

Robert Miles: I think one of the dangers is when people put out conversations like this, they cherry pick and it's going to be about $80 million in 10 minutes. So we're looking for at least a three month, generally an annual engagement. One thought that we initially had was like, let's try to get them to pay Lumps on. And how great would it be to just have all the money at once? But our methodology has shifted there as well from a renewal standpoint where we're trying to actually get people to pay monthly instead. You certainly want to be paid for your time and feel that you're, you know, getting the juices worth the squeeze; but you

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app