Registration is Open for Limitless 2025! Use Promo Code ALUMNI25

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There’s Still Time to Register for the Productivity Power-Up Workshop on Monday, June 3!

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Setting and Sharing Fees

Overview

Value yourself and charge what your worth. Gain insights and practical on best practices and proven practices for evaluating fee models, setting fees and minimums and confidently communicating fees to prospects and clients.

Trailhead Lessons

Four week old newborn baby boy sleeping on a tiny inflatable swim ring. He is wearing crocheted board shorts and black sunglasses.
No Stress Prospect Process

Define the journey to reach the destination. Designing an engaging client journey–from interest to awareness to education to decision–helps you get the “yes” without the stress. Engage prospects more fully and clearly to demonstrate your value with a process that will help you retain the clients you want for your ideal practice.

Man Weighs Malt for Home Brewing of Beer. Top View.
Finding Your Fee Model

Value yourself and charge what you’re worth. Honoring your worth and growing into a truly limitless practice involves the process of bringing your reality closer to your vision. This positive transition involves clearly identifying your fees, assessing whether you are currently serving your ideal clients, and then communicating changes to your clients.

Advanced Climb Lessons

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Breakout: Fine-Tuning Fees & Transitions

Dive into what makes setting fees and transitioning clients who are not a good fit one of the most powerful techniques behind the success of Limitless practices with Adviser Coaches Adam Cmejla & Cathy Curtis.

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Figuring Out Fee Changes

For those ready to follow through on fee changes to ensure a profitable practice, this In-Practice session unpacks how Advisor Coaches shifted their fee models, set and stuck to minimums, and raised fees on current clients, highlighting the mindset and methods they used to follow through on fee changes. 

Program Outline
Clarity & Accountability
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DELIVERING DEEPER VALUE
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Goals-Based Client Review

2022, Evergreen
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One-Page Financial Plan

2022, Evergreen
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Telling Your Story

2022
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Nailing Your Niche

2022
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Amazing First Meeting

2022, Evergreen
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Client Meeting Surges

2022, Evergreen
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5-Star Service Model

2022, Evergreen
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Client Value Adds

2022
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HNW Prospecting

2022
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Marketing Your Niche

2022
PRODUCTIVITY
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Rock Star Right Hand

2022
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Hiring and Training

2022, Evergreen
Growth
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Cultivating COIs

2021
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Websites That Work

2021
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