Ep 337: Becoming An 'Accidental' Entrepreneur When Independence Isn't Chosen But Forced By Circumstance With Danika Waddell
Financial Advisor Success
00:00
How to Bill an Investment Account
I do charge people 50% of the first years fee upfront. So if it's 7,500, I bill used 3750 on day one. And that does certainly give us the flexibility of like, yeah, we are getting compensated and there's no rush to move accounts over. If we don't get to investments until meeting four, that's fine. There's really no urgency about like, oh, we got to open some shrub accounts right away.
Play episode from 01:19:04
Transcript
