How do you stand out and get paid what you're worth?
Join us for a practical, strategy-packed session that is interactive and created specifically for our esteemed $25 Million, $50 Million, and $100 Million Club members. Dave Alison and Bryan Bibbo will share the same client conversation frameworks and positioning techniques that turn initial meetings into profitable long-term engagements.
What you’ll learn:
- What works for having the all-important fee discussion
- How to structure and charge planning fees and recommended fee schedules
- The process for handling fees for referrals
- How annuities factor into the AUM fee
- Best practices and internal processes for streamlining your fee approach
- And more!
Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P
Bryan Bibbo, AIF, NSSA, BPC
President & CFO | Partner
JL Smith