Fee-based Planning: How to Build Lasting Client Partnerships

Over 1.5 Hours of Video in this Course Revolutionize your approach to financial advice. From changing your mindset around client engagement to understanding the nuances of fee-based planning versus fee-only structures, this series provides comprehensive insights. Explore analogies like the car mechanic and health & wellness coach, ensuring clarity in delivering financial advice as a service rather than a product. Dive into the client service calendar, segmentation strategies, and transparent team communication to establish lasting client partnerships built on fee-based planning principles. Key Takeaways: Mindset Transformation: Change your mindset around financial advice, embracing the client service calendar and creating lasting partnerships through ongoing advice. Analogy Mastery: Understand financial advice as a service with analogies like the car mechanic and health & wellness coach, leaving behind the outdated concept of financial advice as a mere "product." Strategic Insight: Gain insights into fee-based planning, client engagement, and the nuances of compensation models, ensuring transparency with your team and building lasting client partnerships based on a comprehensive and ethical approach to financial planning.