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You can't be afraid to discuss your fees with clients. In fact, be the first to bring up the subject. It's one of the best steps you can take for qualifying clients, enhancing your credibility, and building trust.
When clients average 9% a year, it's easy to pay a 1% fee. When they lose money, those fees become harder to stomach. Here's a four-part action plan for reestablishing your worth and protecting clients from further damage.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025