Mahesh
2 years agoCurious Observer
Product fees
Are clients better off paying a large fee to secure a cheaper product, even though the monthly savings over the product period do not recover the fees added. However the sourcing system show the fee product to be cheaper on TTP
1 Reply
Sort By
- rainier.reyes
Advisely Team
Welcome to Advisely Mahesh and great question - what does everyone in the community think?
Recent Discussions
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...andrew.wilson16 days agoIress Contributor84Views4likes3Comments🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...courtney.youngblutt16 days agoIress Contributor45Views2likes0Comments
Related Content
How one shift in approach changed everything about how I handled the uncomfortable fee conversation.