Episode 18. How do you keep planning clients happy year-round?

Jun 21, 2022

Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who haven’t started charging.

How do you keep a paid planning client happy throughout the year?

In this episode, Sten will answer that question with several practical things you can do to get paid planning clients and keep them happy throughout the year, all the way up to the time for them to renew.


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