The Advisor's Guide to Planning Fees: Value, Process, and Profitability
Advisor Advancement Livestream Series
Should You Charge a Planning Fee?
As a financial advisor, your expertise is invaluable—but are you charging for it? Too many advisors hesitate to implement planning fees for a variety of reasons. We’ll discuss the what, why, and how when it comes to planning fees.
Join us on Thursday, December 19th at 2:00pm ET for an exclusive livestream event as we dive into:
- How to position planning fees without creating barriers.
- Building perceived value and making your expertise tangible.
- Overcoming objections and protecting your most precious resource—your time.
- Discover why charging planning fees can enhance your credibility and client relationships.
- Learn the step-by-step process to introduce and position planning fees with prospective clients.
- Understand how to define your value and communicate it effectively to justify your fees.
- Explore the benefits of creating an engagement letter and naming your services.
- Uncover strategies to build perceived value and make your expertise tangible.
- Overcome common objections and fears about charging fees as an advisor.
- Hear real-world success stories from advisors who made the leap to planning fees.
- Get insights on pricing models: hourly rates, flat fees, and project-based structures.
- Ensure compliance while implementing planning fees in your practice.
- Leave with actionable tips to streamline your process and protect your time.
Chief Marketing Officer
USA Financial
Advisor Consulting Director
USA Financial
This communication is for informational purposes only and is intended for financial professionals. Individual results may vary.
Please consult your firm’s compliance team for specific firm policies and guidance.