Why You Should Never Provide Financial Plans for Free


Whether your firm allows you to charge for financial plans or not, never give a financial plan away for free. Here are words to use to always emphasize the value of the plans you offer.

  • Stop using the word free. Let people see that what you offer is of value, even if it’s complimentary.
  • Practice this specific language to clearly communicate the value of the plans you offer.
  • Use the language with prospects to emphasize that you insist on sound financial planning because it provides the best foundation to provide your clients the future choices they want to enjoy.

Related: Don’t Unwittingly Impede Colleagues