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Advisor: Do you charge for financial plans?

by Mark Little — last modified Dec 28, 2009 07:25 AM
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... or do you simply do the plan as a part of your complete fee?

 

Mark's Response: We charge a flat fee for getting each Ideal Client's financial house in perfect order and keeping it that way for the rest of their lives.

A comprehensive lifetime written financial plan is a component of our service.

We would not create a financial plan for a client who is not a member of our Ideal Client community; we would refer them to a competent financial planer

 

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Mark Little

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Mark Little

Mark Little
Mark McKenna Little Speaker, Author & Trusted Advisor. In 1999 I nearly left the financial services industry, forever. I had built a multi-six figure business but I was killing myself working 84 hours per week trying to serve waaay too many clients on a transaction basis. Rather than quitting I decided to try one last completely radical idea: I crafted an entirely different business model focused on delivering TRULY comprehensive financial services. And it worked! I reduced my workload to just 3 days per week while quadrupling my business to well over $1 Million per year of predictable recurring revenue.

Lorri Morin

Lorri Morin