4min chapter

Financial Advisor Success cover image

Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard

Financial Advisor Success

CHAPTER

Introduction

Michael Kitzis: Ari Weisbard is the managing partner of Values, Add, Financial and Independent RA. The firm oversees 143 million in assets under management for nearly 75 client households. In this episode, we're talking depth about why Ari and his partner implemented a minimum fee for new clients as the business grew.

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