Integrating Fee Planning Into Your Practice

Welcome to this course on Integrating Fee Planning Into your Practice. Here at Legacy we’re strong believers in charging a fee for your advice, so we’re thrilled you’re here.

While the purpose of this course is to incorporate planning fees, it’s also to help you grow and to help you take your game to a higher level in terms of your contact with clients, the responses you get from clients, and ultimately, the business that you generate in meetings with clients.

We’ll have Action Steps for you along the way to help you implement the learning. So, here's your first action step. Print off the workbook that you'll find in the lesson downloads so that you can work on it as we go along.

If you have any questions as you go through the content or ever feel stuck, please reach out to us.