15min chapter

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Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Dynamics of Advisory Fees

This chapter examines the results of a productivity research study on advisory firms, focusing on the implications of fee structures. It highlights how separating investment management and financial planning fees can lead to greater profitability and discusses the concept of fee confidence as a crucial element for advisors aiming to communicate value and enhance growth.

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