Tips for Talking to Your Clients About Planning Fees

What’s one of the simplest ways to method purchasers a few new service charge?

Christen Perry of Traditional Journey Connection spoke to TMR about her course of throughout MasterAdvisor 32. Perry, who is totally new to charging charges this 12 months, spoke about her fears when speaking to purchasers however her final choice to begin transferring in the direction of a fee-based company. 

The full interview is available here. 

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