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Ep 389: Generating $5M In Hourly Planning Fees In The Blue Ocean Of Consumer Demand with Mark Berg

Financial Advisor Success

NOTE

Quoting Fees and Managing Scope in Financial Advisory

Financial advisors often quote fees at the end of prospect meetings based on prior information and experience, providing some pre-guidance on the possible range. They usually break down their advice areas into categories like cash flow, retirement, investments, risk management, and estate planning to prevent scope creep and additions to the agreed fee.

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