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.