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Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski

Financial Advisor Success

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Lexus Advisory Services

It's a percentage revenue and it's regressive much like our fee schedules um starts out double digits and works its way down as assets grow but it's essentially like hiring a full-time employee. They actually do provide some overflow custodial support so some prepping of forms if we needed and some help in that way. The idea was to have anything that the client sees or touches or is touched by uh be ours and that if it's behind the scenes and invisible then then let's leverage the outsourcing, he says.

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