Sign up to save your podcasts
Or
Share Episode 135: Creating a Financial Planning Practice - Pricing, Scalability, and Client Motivation
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 135: Creating a Financial Planning Practice - Pricing, Scalability, and Client Motivation
We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details.
View all episodes
By CION Investments
5
2020 ratings
We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details.
More shows like The Advisor Lab by CION
View all
The Joe Rogan Experience
229,664 Listeners
Animal Spirits Podcast
2,029 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
243 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,222 Listeners
Barron's Advisor
113 Listeners