
Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison
Financial Advisor Success
Business Model and Services
This chapter focuses on the business model of the company, discussing their services such as asset management and custom portfolios. They also talk about the trend of decreasing fees in the industry and their maximum AUM fee of 1%. Additionally, they mention the use of a subscription model for robo portfolios and share a client's experience comparing robo and actively managed portfolios.
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