What’s Stopping You From Converting To A Fee Based Financial Planning Model???



what's stopping youThis post is going to be simple.  In the comments section below, please state what is stopping you from converting your practice to a fee based model?

There must be one thing.  One niggly thing that is holding you back.

Here are some examples:

  • Can’t afford a dip in my income…
  • Existing clients won’t want to pay a fee for what they have been getting for free…
  • Don’t know what to charge…
  • Don’t know how to charge clients…
  • Dealer won’t allow it…
  • Afraid clients will go somewhere else…
  • I really want to migrate to a fee based practice but I have no idea how to do it…

So, let me know what’s holding you back and I’ll make sure I answer your questions and tell you exactly how I did it.

2 Responses to “What’s Stopping You From Converting To A Fee Based Financial Planning Model???”

  1. I am with 100 clients from life insurance portfolio and 20 sales people (my downline as insurance advisors) i have got CFP certificate in 2010 .I am confused about business module where I can convert my clients and my team with their clients in to financial planning.

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