167. Hot Take: The Promise Of A Planning Fee
Description
This week’s Hot Take covers the always spicy topic - planning fees. During a recent presentation for the Travel Institute’s alumni week, someone asked the question: How do you introduce fees to previous clients who’ve never paid one before? This episode touches on that, but the real heart of this conversation is for advisors who are already charging fees and want to elevate the way they talk about them. Jennifer and Robin flip the script on planning fees and unpack what you’re actually promising your clients when you charge one. Because fees aren’t just good for your business model. They’re advantageous to your clients, too! If you’ve been wanting to elevate how you position your fees, this episode will help you articulate the value behind them without over-explaining or apologizing.
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