Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt
Financial Advisor Success
Building an Advisory Business Surprised Me the Most
I had no idea what it actually involved. And I think if any entrepreneur truly knew what it involved to start their first business, they probably wouldn't do it. So in fall of 2015, I started just doing internet research about registering as an RAA. And that's when I found the X-ray planning network. Even though it was such a smaller offering seven, eight years ago than it is now,. You know, they put on a rule. They don't have to be registered to get paid for advice. But so we were fine financially. We were fine financially but whenever he'd meet someone and they'd find out she was a financial planner, they'd say, Oh,
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
