Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
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The Transition From Addition to Subtracting
I think the place where we started to get bottlenecked the most, what were simple IRAs. And so with our firm, just with the relational nature that we were, you know, I've heard other advisors say, Oh, well, then simple IRA. I don't even count them as a personal household. But in that land, suitability still has to be maintained. So when my debt, when Ellis would go out and he would get a new client, it was usually a business owner and small business,. Amish or Mennonite folks with some sort of manufacturing shop. It's all paper. He had so many client files. There was an entire office room just to
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