How well does the Mastery Series™ work for advisors who do not work off fees?

Article ID: 102

Last updated: 20 Nov, 2019

During Commitment to Hire Conversation™, when they ask how much you charge, simply tell them that you do not charge a separate fee for the plan and that your annual fee of ____ % of their net worth or assets includes you creating their plan.

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Do we set a fee and then reduce it for what we collect in advisory fees (% AUM )and then bill the difference?

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