Video: How One Advisor Overcame Her Fear of Charging Fees
by Daniel McCarthy /
TMR's MasterAdvisor series returned live on Thursday, with another session on service fees.
Christen Perry of Alabama's Classic Travel Connection joined Dan McCarthy to talk about her experience over the last 18 months deciding to charge, researching, and then implementing, service fees. The discussion includes how Perry researched the fees, what amount she charges for each different kind of vacation, how she approaches the conversation with her clients, and more.
For more info on service fees, advisors can watch the two previous fees MasterAdvisor episodes, MasterAdvisor 15 and MasterAdvisor 9.