The Efficient Advisor: Tactical Business Advice for Financial Planners 269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward
May 2, 2025
Discover practical ways for financial advisors to communicate their fees confidently and politely. Learn phrases that help set boundaries without feeling awkward or salesy. Understand the mindset shift needed to see quick advice as an investment rather than a freebie. Embrace your expertise and make others value it too. Engage with a supportive community to enhance your skills further!
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Polite Fee Communication Scripts
- Use clear, professional phrases to set boundaries around charging for your time and expertise.
- Practice scripts like stating fees upfront to signal value without sounding cold or salesy.
Choose and Use Fee Scripts
- Choose a script to openly communicate fees for services outside your core offering.
- Keep messaging calm, clear, and kind to foster respect for your business structure.
Value of Experienced Efficiency
- Charging for advice reflects your years of experience, not just the time spent.
- Quick and efficient solutions are gifts to clients, not discounts to be given away free.