The Profitable Advisor Podcast
About This Show
Every week million dollar fee based financial advisor Dan Cuprill shares ideas and strategies on how build and profit driven planning practice. For more information, visit www.ProfitableAdvisor.com.
Most Recent Episode
Podcast 048: To Charge Or Not To Charge (A Planning Fee), That Is The Question
< 1 day ago
Should you charge a planning fee? Is it OK to always do your planning and consultations for free? If you do charge, is it OK to waive the fee from time to time? Dan takes a look at the history of how planning fees became both commonplace, but also an element so easily passed over by many advisors. He'll also share his opinion on why you should or shouldn't charge a planning fee in your practice.