Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
00:00
How to Hire the Right Advisors for Your Firm
A lot of our clients come to us and they have some pretty expensive mutual funds that have underperformed by roughly their expenses over time. So we can extricate them a lot faster and save them those expenses a lot more quickly if we're able to get those losses harvested. That's your like tax lost harvesting as a capital gains like transmutation expert exercise. Right. Interesting. As you've gone through this growth cycle and as you'd said, expanded team and refined some systems that you felt like you had the capacity to lower minimums and allow more flow in. How did you decide what positions to hire and how do you go about finding advisors to fit the firm particularly given the
Transcript
Play full episode
