F15Episode 271

Leads? Planning Fees? Training vs Selling?

episodeImg

Listen to our episode!

Leads? Planning Fees? Training vs Selling?

This week’s Friday 15, we're welcoming Carolyn from KHM Travel Group. Let’s have some fun, plus some questions to discuss this Friday at 12 pm CST. Join us! 

  1. I’m still pretty new and don’t have a huge client list yet. What would you focus on first to actually start getting consistent leads?
  2. How do you get comfortable charging planning fees when you’re a newer advisor and still feel like you’re learning?
  3. How much time should a newer advisor actually be spending on training versus trying to find and sell to clients? I feel like I could take supplier trainings forever!

RESOURCES:


Watch our episode on Youtube

Leave us a comment!

By

Shayna Zand

Published

September 03, 2026

Sponsored by

sponsor

KHM Travel Group

177 Reviews