Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall With Eric Roberge
Financial Advisor Success
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How to Get Back in Control of Your Life
So you've got core servicing clients like 80 clients. You and an associate advisor who's supporting them at sort of the core that's working on them, but your time even is being torn between what you're doing in the business and family demands. Like just how is that priced or how does that relationship work for you? That is a flat fee increasing by 3% a year automatically, kind of like X, Y, P, N. Okay. So not, not tamp style because you still got the trading and the management more of like out outsourced, just like outsourced chief investment officer support. Yeah. And out of curiosity, like how do you pay for that? Like just
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