Why Is It Important To Charge Planning Fees?

45 minutes | Presenter: Dave Alison, CFP®, EA, BPC, President of Wealth Management | Founding Partner, Prosperity Capital Advisors

How do you monetize your wisdom as an advisor and why does charging planning fees matter? If you don’t feel you’re offering something genuinely different to your clients, it can be difficult to know where to start. This session explains the value of a holistic planning process, how to differentiate your services, and how The Bucket Plan® Best Interest Process makes charging for your services a natural next step rather than an awkward conversation.