
Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
Kitces and Carl - Real Talk for Real Financial Advisors
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.