AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
13min chapter
Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
The Perfect RIA
The Psychology of Fee Billing in Advisory
This chapter explores the critical yet often neglected topic of fee billing in the advisory industry, addressing how advisors can leave money uncollected due to billing errors and psychological barriers. It emphasizes the need for advisors to understand their worth and adjust their billing practices accordingly, overcoming fears of client loss and unnecessary discounts. The discussion also highlights the importance of effective fee structure management and the broader implications on advisors' financial success.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode