In this episode we discuss the dynamics around charging for financial planning, and we cover the following related topics:
- Should you charge, and if so, how much?
- What defines a plan?
- Is bundling serves a better strategy than charging for planning alone?
- What is the evolution of fee-based services?
- How will the next generations impact these strategies?
Our guests are John Olerio from Lighthouse CU and Wes Lacey from Ameriprise.
