Ep 330: Raising And Lowering Fee Minimums To Manage Growth Pace And Advisor Capacity With Ari Weisbard
Financial Advisor Success
00:00
How to Close the Doors to Your Free Firm
"We were really tempted to just close the doors entirely. This was also time when of course our clients had all sorts of concerns, both with the crazy market during those first few months," she says. "So we decided we sort of have an informal way of thinking like how good of a match is this in terms of personalities and values?" She adds: "If there are 10 out of 10 on both the economics and the, you know, we don't literally score this, but the metaphor."
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