The Elite Financial Advisor Podcast With Sten Morgan cover image

28. Does This Stuff Work? Interviews with Four Advisors

The Elite Financial Advisor Podcast With Sten Morgan

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Portfolio Management and Financial Planning

We always viewed the a u m f s, you know, encompassing both what we do on the portfolio management side and the financial planin side. We would sometimes have 15 to 20 hours net in a plan. And we were doing these for free. They were lost leaders. It was he come se, what we can do? We will do a full comprehensive plan. In best all this time, i to show you something that we think is of real value. He people would recognize the value and they say, yes, sign us up. Felt that weere just leaving a lot of of a revenue on the table by simply only charging the a um f.

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