24 min listen
153: Ideas to Implement - Free to Fee—How to Start Charging for Planning, Even in a BD World
FromThe 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
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
8 minutes
Released:
Nov 16, 2023
Format:
Podcast episode
Description
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—-----------------------------------------LINKS FROM THIS EPISODECheck out Bryan’s website hereConnect with Bryan on LinkedIn hereEpisodes Mentioned:#95: KPI’s to Measure Productivity and to Actually Track Efficiency *FREE DOWNLOAD*Download the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Nov 16, 2023
Format:
Podcast episode
Titles in the series (100)
005: 6 Ways 'Delay Delivery' in Outlook will Make Your Life Easier by The Efficient Advisor: Tactical Business Advice for Financial Planners