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Ep 346: Moving Procrastinating Clients To Yes Instead Of Selling As A Fee-Only Advisor With Jim Ludwick

Financial Advisor Success

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Evolving Advisory Fee Structures

This chapter explores the shift from hourly fees to annual retainer models for financial advisors, emphasizing benefits like recurring revenue and operational efficiency. It also highlights mentorship, strategic hiring, and a successful business succession plan, illustrating key lessons in building a thriving advisory practice.

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