Linda Leitz

President of Peace of Mind Financial Planning, an independent RIA in Colorado Springs, specializing in comprehensive retainer-based financial planning and tax services with decades of practitioner experience and a PhD in financial planning.

Best podcasts with Linda Leitz

Ranked by the Snipd community

Jul 9, 2019 • 1h 54min

Ep 132: Finding The Confidence To Avoid Discounting And Charge The Fee You're Really Worth with Linda Leitz

Linda Leitz, president of Peace of Mind Financial Planning and veteran advisor with a PhD, shares her insights on confidently pricing services without discounting. She discusses transitioning from a solo advisor to leading a four-person team, emphasizing the value of an integrated approach. Linda reveals her formulaical fee structure and how she combats imposter syndrome when quoting prices. She also reflects on ethical decisions in her career and the surprises of building a client-centric firm. Tune in for practical strategies on navigating financial planning practices!

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app