Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
269: 4 Ways to Say “There’s a Fee for That” Without Feeling Awkward
I am excited to introduce Efficient Friday! Each week, in 10 minutes or less, I want to share a super tactical tip, idea, process, hack, etc with you that you can implement in your business right away!
In this episode, we're tackling a challenge many financial advisors face: how to politely and confidently communicate that there’s a fee for your time, expertise, and services outside your core offerings. You’ll learn simple, professional phrases you can start using right away to set boundaries—without sounding cold or salesy.
We’ll reframe the mindset around charging for “quick” advice and…
The skinny
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