Ep 331: Getting Comfortable Hiring Advisors 'Early' As The Advisory Business Revenue Grows With Jake Northrup
Financial Advisor Success
00:00
The Importance of Having a Financial Planning Team
If we can serve an extra 10 clients as a team because we have less time going to investment management, our financial planning fees are probably more going to make up for the AUM revenue and hiring staff to do that. It is a little bit in the prospect onboarding. But I think it's how you frame it. You say our role is to be your financial planning team. We're meeting with you three times a year. We're doing equity comp and all of that too. And if you want to do this, we have a team, a relationship. They like to think of those very differently. Ross: Does anybody start raising questions? Wait, I pay you all this money
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