
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
Kitces and Carl - Real Talk for Real Financial Advisors
00:00
How to Build a Lifestyle Revenue Model Generator
So it's personal income divided by margin equals revenue, equation number one. How many clients do you want? Get that number, divide the first number by the second number. That tells you your minimum fee. And that is Michael, I just have to stop and comment here. This really is like this is a breakthrough for Carl to like share a share a concrete tactic. We need to acknowledge the moments that we'll sprinkle.
Transcript
Play full episode