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in Top of the Table Annual MeetingSep 28, 2024

How comparing to a design-and-build firm can help clarify your fee to clients

Charging for advice requires a mindset shift that can be hard for advisors who started out as commission-based life insurance agents. Olson explains how to ask for (and receive) fees from clients and how this additional revenue stream helps provide a consistent cash flow to your business. 

Charging fees
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Featured in this video

Mark D. Olson, CFP, MSFS