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Is a One-Time Financial Plan Worth It? Why We Stopped Offering Them | Ep. 23
Drucker Wealth just made the biggest change to how it works with clients in eight years.
For most of the firm's history, every client relationship started with a one-time financial plan for a flat fee. Three months of digging into cash flow, investments, taxes, and insurance, followed by a set of tactical and behavioral recommendations. Only then did clients decide whether to keep working together.
So why the change?
A plan with 10 to 15 recommendations is only as good as the follow-through, and life gets in the way. A new project at work, your kid makes the travel baseball team, and suddenly…
The skinny
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