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Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt

Financial Advisor Success

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How to Transition to a New Advisor

All but three of these clients had been my clients before. So there's a build a relationship from scratch. And three of the clients I had never worked with. So those were sort of my, my higher priority in terms of making sure the relationship felt tended to. Like you got to dig out of this whole you dug yourself by hiring the person and just that, that vanishes when the, when the person's not in the picture. Right.

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