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Subscription Retainer Model

Technique

1 creator

Serving younger clients with comprehensive financial planning needs rather than portfolio management, generating predictable recurring revenue

"It was subscription retainer. We played around with doing some one-time plans and the model that we landed on was charging upfront for a one-time plan and having a subscription and a retainer — somewhere in the $400 to $600 a month range for that retainer. ..."

Nate Hoskin

Ep 508: Leveraging Video The Right Way To Add $1M Of New Revenue In Less Than 12 Months with Nate... Sep 22, 2026 ▶ 51:25

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