The Efficient Advisor: Tactical Business Advice for Financial Planners

← The Efficient Advisor: Tactical Business Advice for Financial Planners6 oct. · 28 min

410: Prospect Pushing Back on Your Fee? What to Do & Say

410: Prospect Pushing Back on Your Fee? What to Do & Say6 oct.28 min

When a prospect pushes back on your financial planning fee, it can be tempting to lower the price just to get them to say yes. But a fee objection doesn’t automatically mean you have a pricing problem. You might have a value communication problem, an offer problem, or you may simply need to get better at articulating the outcomes your planning creates. In this episode, I’m breaking down why I don’t believe in discounting your fees just because someone asks, how to make your value more tangibl...