Advice Perks – Package

Advice Perks – Package


Do you have trouble conveying your value to your clients?

Do your clients question the fees you’re charging?  

We understand how you feel! 

We have designed to guides that build instant trust with your clients. The Advice Perks Package is created to help you and your team convey your value as the expert in your field, triple your revenue and provide an ongoing education solution to your clients.

The Advice Perks Package includes:

  • Value of Advice Guide

  • Scripts Guide

  • Terms of Engagement Guide for Initial and Ongoing Service

This package is ideal for small to medium sized financial practices looking to expand their education offering and increase their advice fees.

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