Artwork for podcast BISA Industry TrendWatch
Financial Planning – To Charge or Not to Charge
Episode 48 • 11th September 2025 • BISA Industry TrendWatch • Stathis Partners, LLC.
00:00:00 00:42:54

Share Episode

Shownotes

In this episode we discuss the dynamics around charging for financial planning, and we cover the following related topics: 

  • Should you charge, and if so, how much?
  • What defines a plan?
  •  Is bundling serves a better strategy than charging for planning alone?
  •  What is the evolution of fee-based services?
  • How will the next generations impact these strategies? 

Our guests are John Olerio from Lighthouse CU and Wes Lacey from Ameriprise.

Links

Chapters

Video

More from YouTube