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Recurring Revenue Models for Advisors
Recurring Revenue Models for Advisors

Date and time is TBD

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Virtual Webinar Event

Recurring Revenue Models for Advisors

Stop Chasing Clients — Start Building Predictable Income.

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Event Details

Date and time is TBD

Virtual Webinar Event

What to Expect

Predictable revenue beats unpredictable hustle. This session shows you how to design advisory models that deliver consistent, reliable income month after month. From subscriptions to retainers to scalable group programs, you’ll discover how to create offers that clients commit to and stick with.


Host: Darren Webster, Founder and CEO of Goalster


Guest: TBD


Key Takeaways:

  • Understand the different recurring revenue models available to advisors

  • Learn how to package services to increase client stickiness

  • Build pricing strategies that balance value and scalability

Agenda:

  • Welcome & recurring revenue readiness poll

  • Why one-off engagements stall growth

  • Subscription and retainer models that work

  • Group programs as a path to scale

  • Peer sharing: recurring offers in action

  • Q&A & Wrap-up


For more information on how Goalster helps advisors scale their impact and income, visit www.goalster.com/advisors

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