HOW TO CHARGE FEES IN 8 EASY STEPS

 

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...

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WHY YOUR CLIENTS CAN'T AFFORD YOUR FREE ADVICE

 

Are you wondering if you should be charging a fee for your financial planning advice? You’re not alone. In this blog, we’ll take a look at that question and whether...

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YOU CAN BUILD IT RIGHT THE FIRST TIME!

 
 
If you talk with almost any successful financial advisor, you will hear a story of starting over, potentially multiple times.
 
 
I think my story is pretty classic in many...
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