“We could do discounts and generate cash from our inventory… we pivoted to leverage the assets we had, which were inventory to generate cash.”
HR
Heidi Robinson
Run the Numbers ·
“Practice something like saying, oh, actually, we don't discount our planning fee. We want to be consistent and fair with every client…”
Libby Greiwe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 410: Prospect Pushing Back on Your Fee? What to Do & Say
Play from 17:45
17:45
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What was described
Prepare and rehearse a response to discount requests: “We don’t discount our planning fee… we want to be consistent and fair with every client.”
Said nearby on the same subject
“We organized the inventory, sold it to our employees, sold it to our customers at a discount. We raised quite a bit of cash that way”
RA
Rich Ashton
Your Business Growth Podcast ·
“You can change the scope, but you don't discount the scope… you might have a $3,500 planning option that includes less.”
LG
Libby Greiwe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”
CS
Chris Smith’s firm
Financial Advisor Success ·
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