Find Your Course

S1E9- Charging for Your Advice: “You’ve been paid, now what?”

Season #1

In today’s episode Andy, Wesley Young, Justin Lakin, and special guest Cody Moore close out the topic Charging for Your Advice with a discussion on delivering services to clients as “You’ve been paid, so now what?”

Today’s main points are:

  • They said, “Yes”, so now what
  • The importance of Organization and Structure
  • Building and using a Narrative Checklist
  • Different tools and apps that can help advisors in managing clients, and extend the service capability of advisors
  • Year 1 versus ongoing management

That wraps up season 1 of From Busy to Rich around “Normalizing the New”. Join us in the next week as we kick off season 2 around the idea of “Traveling Light,” as Wes discusses creating margin and balance in your practice and life. If you want to dive deeper into these topics you can learn more at and use discount code PODCAST25 for 25% off.