Add a MoneyGaps experience on top of what you're doing now

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Using the calculator below, you can estimate the extra revenue you could generate for your practice by incorporating MoneyGaps as an additional service offering.

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Instructions

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First Year Fee: This is normally higher to reflect the higher level of intensity in getting clients set up.

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Annual Retainer After First Year: Some advisors use an annual retainer fee that is half the first year fee. This annual retainer would be charged every year (after the first year). Some advisors charge 75% of the first year fee.

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New Clients Taken On Per Year: Estimate how many clients you might offer this type of service to.

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Churn Rate: The calculator will reduce the client base of clients on retainer by this percentage annually.

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Other assumptions: This calculator subtracts the annual cost of a premium MoneyGaps subscription (regular price $890 + tax).

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