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Featuring XYPN Members Helen Ngo and Joe Morgan

The million-dollar question every advisor struggles with: how should I charge for my services? This inevitably leads us to ponder several more questions such as, "Should different types of clients pay different rates?" and "How do I raise my fees without losing clients?" In this webinar, two experienced XY Planning Network advisors talk through some of these tricky questions. Joe Morgan and Helen Ngo provide some food for thought to consider as you think through your own pricing structure.



Listen in as Helen and Joe answer questions like:

  • What are the variety of fees and fee models you use?
  • What do clients expect to pay?
  • Has anyone ever disagreed with your pricing? What did you do?
  • How do your clients pay you?

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