April 23, 2017

In our last video, we discussed the importance of charging financial planning fees. This blog continues that discussion and gives you some actionable items to start creating your own EXPERIENCE.

If you have never charged a fee for your advice, if you have been inconsist...

April 3, 2017

Are you wondering if you should be charging a fee for your financial planning advice? You’re not alone. In this episode of The Intentional Advisor vlog, we’ll take a look at that question and whether you’re a financial planner…or a salesperson.

Let's face it. People jus...

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