Why You Should Charge For Plans

How often have you invested hours of your time meeting with prospects, preparing financial plans, and then presenting those plans, only to hear, “let us think it over”.  Preparing and presenting plans is a necessary part of the business, but what if you could turn the planning itself into a profit center?  While many advisors are hesitant to charge for their expertise, in this lesson I’ll share with you why you should be charging and how doing so can actually help you eliminate the, “let us think about it” objection.

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