Ep 277: Crafting A More Unique Value Proposition By Investing Into A More Focused Clientele with Lauren Oschman
Financial Advisor Success
00:00
Financial Planning
It's a flat 50 no matter where you are, ok? And am and and i guess no minimums, because, again, you've got people that are really running the spectrum if you're actually working with doctors just getting started. So that's where the financial planning fee comes into play. We primarily use dimensional funds, asset allocation. There's no real secret sauce ervessing investment, so to speak. We do it because our clients want us to do it.
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