Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
152: Free to Fee—How to Start Charging for Planning, Even in a BD World w/ Bryan Jansen
As every advisor knows, financial planning is a careful dance between building trust, offering expert advice, and growing a profitable business. Charging fees is too often seen as a massive hurdle many don’t want to scale. But if we’re being honest, this mindset will never drive your business towards profitability and sustainability.
Our guest, Brian Jansen, candidly reveals the common fears and insecurities of transitioning from a free to fee-based service model and shares the invaluable lessons he's learned from his own missteps in pricing.
In this episode, Bryan and I discuss…
The skinny
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