ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Financial Planning – To Charge or Not to Charge"
Episode Synopsis
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.
More episodes of the podcast BISA Industry TrendWatch
The Evolution of Virtual Meetings
24/11/2025
Building a Career Path
21/11/2025
Being Creative with Compensation
10/11/2025
The Magic of the Discovery Process
07/11/2025
Structuring a Good Succession Plan
13/05/2025
Navigating Market Volatility
14/04/2025
Creating Differentiation
23/12/2024
Community Building to Win Clients
20/12/2024
Second Story Advisor Success
16/12/2024
In God we trust