Advisor Inner Circle Podcast

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Summary

The one in which we talk about why you might want to charge a planning fee in your practice, and how to do it so that clients will happily pay.

What is Advisor Inner Circle Podcast?

The Advisor Inner Circle Podcast is for financial advisors, wealth managers, and Registered Investment Advisors (RIAs) who are tired of cold calling, networking like crazy, and "hustling" to get clients. Forty-year top-of-the-industry producer John H. Curry, and 2-time entrepreneur, best-selling author, and marketing expert Steve Gordon take you deep inside the marketing and sales machine of a multi-million dollar advisor.