Ep 319: Competing For Big Clients As A Small Boutique With A Focus On Task Management With Jim Niedzinski
Financial Advisor Success
RIA's Are a Lot Less Expensive Than Other RIAs
RAA world in particular tend to have a really strong focus on comparing our fees to other RIA's and kind of forget like in practice we're usually not getting a client from another RIA that's right. We tend to win business more either from people who haven't had an advisor before and are going the first time granted sometimes they're a little bit more fee sensitive because they've never seen what it costs for advice until they hire an advisor for the first time. So if it isn't the fees that we can reduce from the big the big firms uh the wire house firms it's what we can actually deliver on the promise at about the same fee that the massive RIA firm was
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