Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Free to Fee---How to Start Charging for Planning, Even in a BD World With Bryan Jansen
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LINKS FROM THIS EPISODE
Check out Bryan’s website here
Connect with Bryan on LinkedIn here
Episodes Mentioned:
#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*
Download the Family Tree Template Here
Enroll in The Perfect RIA…
The skinny
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