The Elite Financial Advisor Podcast With Sten Morgan cover image

44. Michael Kitces - Get better clients

The Elite Financial Advisor Podcast With Sten Morgan

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Moving Up Market in the Financial Advisory Industry

The speakers discuss strategies for financial advisors to increase their revenue per client by charging different types of fees and working with affluent clients. They also emphasize the importance of transitioning to higher net worth clients gradually and letting go of clients who are not a good fit for the business.

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