Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
00:00
The Offset Model for Singles and Couples
So the idea was this, it sounds like in practice this tied to we've had a $15,000 minimum. You want to bring the minimum down to a $6,000 to $8,000 range. But rather than just bringing it down with the offset model, right, instead of having a UMPs offset, your 15k planning fee, we can have a 6kplanning fee. And that made it possible to widen our net even a little more than we would have if we just brought the minimum down but still have this offset model.
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