Ep 332: Transitioning From (A Father's) Commissions-Based Practice To Fee-Based Planning As A G2 Advisor With Liz Hand
Financial Advisor Success
00:00
How to Overcome Fear of New Directions
Liz: I'm always struck by the, like knowing a lot of advice who made that change. The direction that I see at this point in time is integrating more financial planning where compensation makes sense. And so I've kind of split up our clients into three ideas. One is foundations, one is flow and one is flourish. They're not engaged with us on a year over year basis. It's kind of just whenever they need attention. Okay. So as long as you take care of them and don't forget them in the process, like they don't really care what you're doing. Like they care about themselves. Yeah.
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