Episode 76. How To Price Planning

Aug 11, 2023

We’re talking about how to price your services. One of the most common concerns advisors have when they want to start charging for their time is determining how to price their time and advice. Today we explore the different ways we’ve seen advisors determine their pricing and we learn how Sten has made changes to simplify his pricing after getting feedback from his staff.  

There is no perfect pricing model. It’s about choosing the right model for you and your service model. 











Share this episode