Ep 334: Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time With Meg Bartelt
Financial Advisor Success
00:00
How to Increase Your Minimum Fee to $5,000 a Year
Meg Urry: I think I converted from the separate financial planning and investment management fees to a single fee that covered everything. And then my business coach at some point said, Meg, the work you're doing for people is really worth at least $10,000 a year. She says there are always going to be people out there, potential consumers, clients who are the right fit for your fee model.
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