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2min chapter
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
The Perfect RIA
Reassessing the True Costs of Fee Billing Solutions
This chapter explores the pitfalls advisors encounter in fee billing solutions, stressing the need to evaluate the true costs of current methods. The discussion critiques manual processes and advocates for more efficient practices to enhance both personal and professional life.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode