“It's better to package, get a package deal where you agree to a certain price for deliverables.”
♫
Said on Buying Online Businesses Podcast
“You can change the scope, but you don't discount the scope… you might have a $3,500 planning option that includes less.”
Libby Greiwe · The Efficient Advisor: Tactical Business Advice for Financial Planners · 410: Prospect Pushing Back on Your Fee? What to Do & Say
Play from 18:35
18:35
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What was described
Offer two separate planning packages: a comprehensive $7,500 engagement and a $3,500 limited-scope option, and refuse to discount the price of a given package
$7,500; $3,500
Said nearby on the same subject
“‘started with Home Depot boxes… terrible first impression… now we had to get custom boxes… 500 packages a week… 120 hauler boxes needed’”
CS
Chasson Smoke
The Fabricator Podcast ·
“When Shake Shack went public, 100% of all the employees ... were given the opportunity to buy the stock at the strike price, which at that time was $21 and then every manager was given stock options and unlike the rest of us, they were not locked up.”
♫
Said on Tony Robbins Podcast Daily
“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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