Should you charge directly for Financial Planning? There are many pricing strategies to consider, but which one is the right one? Advisors who charge directly for Financial Planning gather and retain 3x more assets than those who don’t. In this webinar, you’ll learn reasons to consider charging for Financial Planning and the popular pricing strategies that advisors are successfully implementing. Join Jared Russ, a Financial Planning Practice Management Consultant to LPL Financial’s 18,000+ independent Financial Advisors, and leave with inspiration and ideas on charging for Financial Planning services.
Join Us
Register to join. Hosted on Zoom.
Time
June 29, 2021, 2:00pm - 3:00pm
About Jared Russ, CFP®, BFA
Jared Russ is a Financial Planning Practice Management Consultant to LPL Financial’s 18,000+ independent Financial Advisors. He helps Advisors elevate their planning businesses by partnering with them to evaluate and select financial planning technology, craft or fine-tune their financial planning process, and/or price their financial planning services.
Prior to joining LPL in 2015, Jared was an Advisor for a decade for Ameriprise Financial, Wells Fargo Advisors (legacy Wachovia Securities), and for UBS Financial. Jared has a Finance degree from Wingate University in NC and has been a CFP professional since 2009.
When he’s not consulting with Advisors, Jared enjoys spending time with his wife of 14 years and his 2 beautiful daughters, ages 8 & 5. He also enjoys beginning each day with a cup of pour-over coffee and reading nonfiction.
