16min chapter

Elementality for Financial Advisors | Elements Financial Vitals System™ cover image

Unlock Growth By Serving The Underserved w/ Michael Kitces [164]

Elementality for Financial Advisors | Elements Financial Vitals System™

CHAPTER

Setting Financial Advice Fees Based on Income Levels

The chapter delves into the considerations for financial advisors when setting fees based on client income levels, exploring the challenges in serving different income brackets. It emphasizes the importance of adapting fee structures to cater to underserved communities and providing valuable advice on various financial aspects like career shifts, salary negotiation, and education. The correlation between income levels, liquidity, and the impact of advice on navigating job opportunities and managing financial constraints is thoroughly examined.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode