Financial Planning for a Fee

Advisors invest thousands upon thousands of dollars and dozens of days each year improving their education for the benefit of their clients, yet very few of them actually get paid for their advice. At PCA, we believe and teach you how to take the client through an educational exercise and build value in the planning service you’re providing. We will show you how to charge a fee, how much to charge and for what services, and how to position the fee to your prospective clients and when to collect. By charging fees, you will transition from a “salesperson” to a trusted financial consultant, create a new revenue stream for your practice, and be in the position to provide valuable holistic advice to the clients you serve.