Advisor: How do Deliverables Team Members charge?
Should external Subject Matter Experts charge for their services separately or should we include their fee within our compensation as Trusted Advisor?
Mark's Response: You may do it either way. Most advisors set their cleints' expectations that Deliverables Team Members will bill for their services separately.
That said, many advisors include the fees for their (outsourced) financial planning expert and their (outsourced) tax expert (for income tax projection & tax return review) within their compensation. I especially like this structure if those two roles are entrusted to one person (or firm).




