Quote:
Originally Posted by troutman
Right - most of us are selling some kind of product or service, and upselling is always part of that. If you come to me for a Will, I will also tell you about the Power of Attorney and Personal Directive.
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Of course, an EPA and PD are also pretty essential estate documents... and they are often thrown in with the price of the Will because as MoneyGuy said, that's just providing good advice and protecting your client's best interests.
The issue here is whether the "up sell" is still in your client's best interest, or promoting an arbitrary target and padding a bonus. A bonus in many cases, is necessary to elevate your base to a reasonable level relative to the hours and effort expended.