Ep 291: Managing Fast Growth And Slow Growth Of A Planning-Centric Advice Firm with Amy Irvine
Financial Advisor Success
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What Is Complexity?
Two hours a year is what we calculate that a client spends with us in the first yearbitbdos like the time between your time and like staff time for producing planning, planning material along with so so now talk to us a little bit more about where the fee model is to day. Where has it gone to? Ecause it sounds like it has evolved and iterated a bit. So i mentioned that clints pay a minim 500 dollars a month. Some pay more than that, again, depending on the complexity. We are a flat fee firm. It's all inclusive. And when we're doing the prospecting call, we're trying to get a feel for complex the relationship is
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