3min chapter

Kitces and Carl - Real Talk for Real Financial Advisors cover image

Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Importance of Doing the Math

Going into it without doing the math is leads to a lot of pain. I find for a lot of advisors what they really end up doing is they figure out the biggest clients they think they can get and then they start backing and how many clients they need in order to hit that goal. Instead of saying no this is what I want my business to look like this is where I want the income to be there's the revenue has to be  and so now I'm just going to focus all my time on getting those, he says. "Can you like the power I have zero doubt?" she asks him. 'I didn't get through this whole thing without a HP 17 B2

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