The Bucket Plan® On-Demand Series

The Bucket Plan® On-Demand Series


Monetize Your Wisdom

October 19, 2020

We'll cut to the chase: It's time for you to monetize your wisdom as a financial advisor and charge planning fees for your services. Listen as advisor DC Chamberlin shares his journey and how he went from reluctance to now charging the most in the C2P organization. You will also discover why it is important to first gain your clients trust, how to sell the process vs. the product and you'll learn about several different ways to charge planning fees. Get started on growing your business today!