17min chapter

Financial Advisor Success cover image

Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison

Financial Advisor Success

CHAPTER

Different Tiers of Service and Client Challenges

This chapter explores the different tiers of service offered by the financial advisor, including pricing and included services. It also discusses specific challenges faced by clients in each tier. Additionally, it touches on client cancellation and the flexibility in meeting frequency and payment options.

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