Select Language

Check Application Status
en

Resource Zone

Why clients pay for holistic financial planning

Mark D. Olson, CFP, MSFS

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 5 1 Rating Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

After implementing client fees for holistic financial planning, Mark Olson qualified for Court of the Table every year and it generates 70% of his income. In this brief video, find out how you can position this win-win arrangement with clients.
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments