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Ep 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation With Bridget Venus Grimes

Financial Advisor Success

CHAPTER

Pricing Structure and Benefits of Leveraging Outsourced Services

In this chapter, the speakers discuss the pricing structure for a firm and the benefits of leveraging outsourced services through a platform. They mention the cost breakdown for portfolio management, trading, and other services, as well as the quarterly payment for everything else. The objective is to cover costs and minimize expenses by sharing resources through the platform.

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